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Workflows and Customization Projects

B
Jr Varsity II
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Hello,

I am attempting to learn about Workflows but seem to have an issue(s) with the Customization Project. That part loads okay, but from there I seem to be stuck as to how to get to the Workflow section, since there does not appear to be a Customization Project Editor or TaskWorkFlow. I am using U100 after creating the Workflows tenant in accordance with the instructions in the Consultant Course, Cusomization, W150 Workflows 2023 R1. Any help in pointing me into the correct direction would be appreciated.

Best answer by billmarmc

I was able to get started and understand the process by actually starting another course, W140 Customization Projects 2023R1. I appreciate you responding back to my request though, Thank you and stay safe.

 

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billmarmc
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    RohitRattan88
    Acumatica Moderator
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    • RohitRattan88
    • Acumatica Moderator
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    • August 2, 2023

    @billmarmc 

    What screen are you trying to customize?

    Generally, you would create a customization Project > Select Screens(from left panel) > Customize Existing Screen > Select a screen that uses Workflows(like Purchase Order) > Expand screen from left panel > Select Workflows:

     

    If you are looking for specific help on the course, please mention the lesson/section no you are stuck at and maybe add a screenshot for what you getting vs what you expecting.

    Vignesh Ponnusamy
    Chris Hackett
    dcomerford
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    • Vignesh Ponnusamy
      Vignesh Ponnusamy
    • Chris Hackett
      Chris Hackett
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      dcomerford
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    Jr Varsity II
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    • billmarmc
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    • Jr Varsity II
    • 16 replies
    • Answer
    • August 4, 2023

    I was able to get started and understand the process by actually starting another course, W140 Customization Projects 2023R1. I appreciate you responding back to my request though, Thank you and stay safe.

     

    billmarmc
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

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