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Workflow via Code for Customer Portal not working

  • November 16, 2023
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Varsity I
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Hello Team,

We are trying to implement a workflow in the Customer portal for Opportunity screen (Customized screen). We are aware that the feature of configuring workflow for a screen via Customization editor is not supported in the Customer portal. Hence, we are trying to implement it via code. We are not sure what we are missing, action or states defined don’t seem to reflect on the screen. Any thoughts on what could be the reason? Attaching the code as well, basically we are reusing the existing implementation of Opportunity Workflow.

 

Best answer by darylbowman

I'm not positive this is your issue, but in most situations, if a screen already has workflow, you don't want to use AddScreenConfigurationFor. Unless the portal doesn't have workflow, I think you'd want to use UpdateScreenConfigurationFor

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    darylbowman
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    • darylbowman
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    • November 23, 2023

    I'm not positive this is your issue, but in most situations, if a screen already has workflow, you don't want to use AddScreenConfigurationFor. Unless the portal doesn't have workflow, I think you'd want to use UpdateScreenConfigurationFor

    Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
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