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Adding New Action in Workflow

  • 20 January 2023
  • 3 replies
  • 164 views
H
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I have been trying to add a new report in the SO301000 screen and I’m not able to create an action for it in the workflows section. How shall I create it?

Thanks in advance.

 

 

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Best answer by manikantad18 20 January 2023, 20:15

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manikantad18
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Hi @Harshita 

Did you created a new workflow, using Add workflow,

Thanks

Acumatica Functional Consultant
Naveen Boga
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Hi @Harshita  Please find the steps below to add the Actions.

  1. After adding the existing customization screen, click on the workflows
  2. Then you need to extend the workflow based on the workflow steps whether it is SO/Default/etc based on your requirement.
  3. Then a new extended workflow will be generated, then here system will allow us to modify/add workflows.

Please find the screenshot for reference. Hope this helps!!

 

Naveen B
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Thank you @Naveen Boga and @manikantad18 for your prompt replies. i had achieved what i was trying to implement.

Thank you once again.

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