Workflow API Guide

version: 2026 R2

Workflow API Guide
Getting Started with Workflow API: General Information
Company Story and Customization Description
Business Process Overview
Customization Description
Preparing an Instance for Workflow Customization
Test Instance for Workflow Customization: General Information
Test Instance for Workflow Customization: To Deploy a Test Instance
Test Instance for Workflow Customization: To Turn On Workflow Validation
Test Instance for Workflow Customization: To Configure the Instance
Preparing a Screen Configuration
Screen Configuration: General Information
Screen Configuration: To Prepare a Screen Configuration for a Form Without a Predefined Workflow
Step 1: Defining the Workflow Class
Step 2: Defining the Set of States of the Workflow
Step 3: Overriding the Configure Method
Screen Configuration: To Prepare a Screen Configuration with a Predefined Workflow
Screen Configuration: Restrictions of the Configure Method
Defining Workflow States
Workflow States: General Information
Workflow States: Configuration of Field States
Workflow States: Configuration of Actions
Workflow States: To Define a Workflow State
Workflow States: Tracking of Changes in States
Implementing Workflow Actions
Workflow Actions: General Information
Workflow Actions: Configuration of Actions
Workflow Actions: Appearance of Buttons and Commands
Workflow Actions: Persisting Options
Workflow Actions: Mass Processing Actions
Workflow Actions: Action's Behavior
Workflow Actions: Opening of a Side Panel
Workflow Actions: Categories of the More Menu
Workflow Actions: To Implement a Simple Action
Step 1: Implementing the Action in the Graph
Step 2: Defining a Category for the Action
Step 3: Adding the Action to the Workflow
Workflow Actions: To Implement an Action with Field Assignments
Step 1: Adding and Configuring the Action
Step 2: Adding a Workflow State and a Transition
Step 3: Testing the Field Assignment
Workflow Actions: To Configure the Conditional Appearance of the Action
Step 1: Defining the Graph Action
Step 2: Configuring the Conditional Appearance of the Button
Step 3: Testing the Action
Workflow Actions: Order of Field Assignments
Implementing Transitions
Transitions: General Information
Transitions: To Implement a Transition Triggered by an Action
Transitions: Transition Groups
Transitions: To Implement a Group of Transitions
Step 1: Adding a Condition
Step 2: Adding the PendingPayment Workflow State (Self-Guided Exercise)
Step 3: Grouping Transitions and Adding Conditions to Transitions
Step 4 (Optional): Specifying the Order of Transitions
Step 5: Testing Transitions With Conditions
Defining Conditions
Conditions: General Information
Implementing Workflow Dialog Boxes
Workflow Dialog Boxes: General Information
Workflow Dialog Boxes: Configuration of Fields
Workflow Dialog Boxes: Configuration of the Layout
Workflow Dialog Boxes: To Implement a Transition with a Dialog Box
Step 1: Defining a Workflow Dialog Box
Step 2: Defining the Action That Opens the Workflow Dialog Box
Step 3: Defining the Workflow State and the Transition (Self-Guided Exercise)
Step 4: Testing the Assign Action
Configuring Field States
Field States: General Information
Field States: Levels of Configuration
Implementing Workflow Events
Workflow Events: General Information
Workflow Events: To Use an Existing Event
Step 1: Exploring the Acumatica ERP Source Code
Step 2: Preparing the Project for Debugging
Step 3: Exploring and Debugging the Code
Step 4: Defining the Paid Workflow State (Self-Guided Exercise)
Step 5: Defining the Workflow Event Handler
Step 6: Overriding the PerformPersist Method
Step 7: Testing the Transition
Workflow Events: To Create a Workflow Event
Step 1: Creating a Custom Field
Step 2: Deriving the Value of the Field
Step 3: Exploring the Acumatica ERP Source Code
Step 4: Declaring the Workflow Event
Step 5: Firing the Event
Step 6: Testing the Transition
Customizing a Predefined Workflow
Workflow Customization: General Information
Workflow Customization: To Add an Action to an Existing Workflow
Step 1: Adding a Graph Action
Step 2: Adding a Workflow Extension
Step 3: Defining a Workflow Action
Step 4: Testing the New Action
Implementing Composite States
Composite Workflow States: General Information
Composite Workflow States: To Update a Composite State
Step 1: Investigating the Source Code
Step 2: Extending the ARDocStatus class
Step 3: Adding the ApproveDiscount Action
Step 4: Adding the Skip Condition
Step 5: Adding the Postponed Workflow State to the Composite State
Step 6: Adding the Transition
Step 7: Testing the Transition
Defining Action Sequences
Action Sequences: General Info
Action Sequences: To Define an Action Sequence
Defining Workflows with a Workflow Identifying Field
Workflow-Identifying Fields: General Information
Workflow-Identifying Fields: To Add a Workflow for a Value of the Workflow-Identifying Field
Step 1: Adding the OrderType Field and Corresponding Box to the UI
Step 2: Specifying the Workflow-Identifying Field in the Workflow
Step 3: Adding a Workflow for the Specific Value of the Workflow-Identifying Field
Step 4: Testing the Workflow
Using Workflow-Identifying Fields of the Second Level
Workflow-Identifying Fields of the Second Level: General Information
Workflow-Identifying Fields of the Second Level: To Define a Workflow

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