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Question

Dialog Box Workflow Actions

  • March 11, 2026
  • 3 replies
  • 48 views

bwhite49
Captain II
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Are 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.

 

 

3 replies

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  • Jr Varsity I
  • March 16, 2026

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?

 


bwhite49
Captain II
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  • Author
  • Captain II
  • March 16, 2026

I 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. 


KrunalDoshi
Varsity I
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  • Varsity I
  • March 18, 2026

Hi ​@bwhite49,

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.