+12Are dialog box workflow actions supposed to be unavailable to an import scenario? I was hoping to automate a field update the field/dialog box via import scenario, but the action is unavailable in the import scenario. Workflow actions usually show up in an import scenario, so I was surprised to see this limitation.
Best answer by KrunalDoshi
Hi
I assume you have the custom action defined under the same graph extension. I have tried and it is available in Import Scenario. I have not created the workflow action but looks like it is different. However, below are the few screenshots for your reference. Hope this helps.
Here is the quick link, in case if you missed it
https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=8b9187b0-5d02-4f3b-8358-eb92f6ecf0c0
This is how the action is defined.
Which screen is this? Have you tried searching the import scenario objects to see if you can find the data view, in case the object might have a different name from the dialog box name?
+12I added this to SO Invoice screen to update the owner after release.
Right now, I can manually go in and update the owner through this new action, but the action is not available through the import scenario menu.
+5Hi
I assume you have the custom action defined under the same graph extension. I have tried and it is available in Import Scenario. I have not created the workflow action but looks like it is different. However, below are the few screenshots for your reference. Hope this helps.
Here is the quick link, in case if you missed it
https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=8b9187b0-5d02-4f3b-8358-eb92f6ecf0c0
This is how the action is defined.
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