Question

Help! How to change appointment workflow type in service order type settings?

  • 28 September 2021
  • 4 replies
  • 149 views

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Does anybody know how to change the appointment workflow type in the service order type settings?

We have a customized workflow already created, but I don’t see where we can specify the new workflow for this service order type.

 

 


4 replies

Userlevel 4
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@raphrf I honestly can’t remember. I don’t think I ended up figuring it out, but it’s been so long and I have since moved into a new role and company. If I end up attempting this again, I’ll be sure to update with my findings. 

Hello @sean21 ,

Here the Appointment Workflow Type is read-only, The system shows the Simple option if a user has selected the RegularRoute, or Internal category in the Behavior box

 

reference: https://help-2021r1.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=06fd8a36-dd81-4df9-b609-92c3d552c542

Hope this is helpful.

Userlevel 4
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Did you find an answer?

Userlevel 4
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@natesansivarama44 yeah I’ve read this. I’m trying to figure out where in my customization project do I associate the new workflow with either a behavior or service order type… 

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