Solved

Workflow via Code for Customer Portal not working

  • 17 November 2023
  • 1 reply
  • 41 views
V
Rank
Userlevel 3
Badge

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.

 

icon

Best answer by darylbowman 23 November 2023, 02:58

View original
1 Attachment

1 reply

darylbowman
Rank
Badge +11

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

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved