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Workflow W Grid Conditions

  • June 21, 2022
  • 1 reply
  • 79 views
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Jr Varsity III
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@Naveen Boga  

I need to create a workflow condition such that when a user creates a new service order, and does not have a service item in the details, the status on the document will change.  My issue is accessing the document details grid to use in a condition.  It seems that when doing a workflow I can use any of the FS.ServiceOrder DAC fields in a condition/action but none of the FS.SODet (details) fields.  Is there some secret method to making the details available?  Note: I am not a coder and am looking for non-coding solutions.  Thanks.

 

 

Best answer by Naveen Boga

Hi, @dgross54  Yes, we cannot add conditions for the Details tab fields. It seems this is a limitation of workflow automation steps from the Customization Project.

But, I think we can write the workflow code to based on the Details tab fields → It requires coding skills.

As far as I see, it requires customization, without coding, I don’t think we can achieve this.

 

 

 

    1 reply

    Naveen Boga
    Captain II
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    • Naveen Boga
    • Captain II
    • Answer
    • June 21, 2022

    Hi, @dgross54  Yes, we cannot add conditions for the Details tab fields. It seems this is a limitation of workflow automation steps from the Customization Project.

    But, I think we can write the workflow code to based on the Details tab fields → It requires coding skills.

    As far as I see, it requires customization, without coding, I don’t think we can achieve this.

     

     

     

    Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
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