Workflow Training

  • 14 April 2021
  • 4 replies

Userlevel 1

Looking for a training guide or course for the new feature of WorkFlow.  Need to start at basic training.  Partner university does not have any courses on this.  I started to see that you need to removed all automation steps on a screen.  This seems scary.


Any ideas.


Best answer by Doug Johnson 29 July 2021, 14:45

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4 replies

Userlevel 2

They are doing a deep dive on the new workflow engine tomorrow over at

Acumatica will be there with one of the partners going over some scenarios.

Userlevel 2

Also, here is a link to the Acumatica University course:

Userlevel 7
Badge +10

@RyanBrownXBYTE came here to say exactly the same thing. You beat me to it. I’ll be attending the live stream tomorrow!!! 👍🎤🙋🏻

Userlevel 7
Badge +3

A short demo of workflow is here:

The 7 min video describes migration from automation steps and shows how to modify the Sales Order workflow to include a research step between On Hold and Open (as we showed in the Day 2 Summit keynote).


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