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How to set up a new workflow

  • Nov 11, 2026 6:55 PM UTC
  • 2 replies
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Freshman I
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Hello everyone,

I am working on a workflow customization for the Sales Orders screen. The customer requested a new action to open a custom report, and I successfully added the action through a customization project. It works as expected when tested independently.

However, the instance also has an eBiz customization package that adds workflow actions to the same screen and state. When both packages are published, the available actions appear to depend on the customization project levels. Changing the publishing priority affects whether my custom action or the eBiz actions are displayed.

How can I configure my customization so that both my report action and the existing eBiz actions remain available in the same workflow state?

Is there a supported way to extend the workflow provided by another customization package without overriding its actions, or do these changes need to be combined into a single workflow customization?

Please advise. Thank you.

2 replies

elijahr83
Semi-Pro II
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  • elijahr83
  • Semi-Pro II
  • Nov 11, 2026 9:07 PM UTC

Hey ​@Adcirruserp 

From what you're describing, this sounds consistent with how Acumatica handles workflow changes across multiple customization projects. When two projects modify the workflow for the same screen, Acumatica applies the changes from the project with the highest level rather than merging them, which would explain why you're seeing different actions depending on the publishing levels.

If you want to maintain the customizations separately, the recommended approach is to use the Workflow API to extend the existing workflow. Otherwise, the workflow changes would need to be consolidated into a single customization project.

Since eBiz is a third-party customization, I'd lean toward exploring the Workflow API approach first so you can keep your changes separate from the vendor's package. I'd just verify how eBiz implements its workflow before proceeding, since that could affect how your extension needs to be structured.

Here's the Acumatica documentation: Workflow Creation: General Information.

Hope this helps!

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    bwhite49
    Captain II
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    • bwhite49
    • Captain II
    • Nov 11, 2026 9:49 PM UTC

    Ebiz is frustrating because they should not be adding workflow actions. We complained to them in the past about this.

    What we do is we add the workflow actions into THEIR package, but this requires you to add the actions every Ebiz update. Certainly not ideal, but it tends only be a 10-15 minute chore every 6 months or year.

    Unfortunately, you can’t have two packages updating workflow on the same screen.

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