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0:00 AUGForums.com Live Introduction #Acumatica
1:56 #AcumaticaTnT – Tips and Tricks that will blow your mind
8:35 Doug – New Workflow Engine Overview
18:42 Doug – Inspect Shipment Example
25:15 Doug – Workflow in Acumatica Mobile App
26:05 Doug – Migration to the Workflow Engine
29:30 Doug – Finding Customized Automation Steps
33:20 Steven – Workflow C# Code Generator
37:00 Steven – Upgrade Predefined Workflow
40:05 Steven – View Changes with Red/Green Code Highlights
43:00 Steven – Workflow Transition/State Diagram View
44:34 Steven – W150 Course Example Creating Actions
47:07 Steven – W150 Course Example Predefined Workflow List
49:31 Ryan – Questions from Audience
53:13 Ryan – Generic Inquiry for Browsing Automation Steps
57:58 Mike – W150 Course Example Adding Approve/Reject to Opportunities
1:02:50 Mike – W150 Course Example Conditionally Adding Buttons to Top of Screen
1:04:15 Mike – W150 Course Example Dialog Boxes
1:05:18 Mike – Enabling Sales Orders Button Business Logic Implications
1:10:44 Mike – W150 Course Example Force Credit Check to Remove Credit Hold
1:11:48 Doug – Separate Workflow by Branch
1:12:35 Doug – What’s Coming in the Workflow Engine
1:15:58 Final Thoughts
Today’s Guests
Doug Johnson
Location: McLean, Virginia
Mike Gifford
Location: Maitland, Florida
Steven Houglum
Location: Woodinville, Washington
Chat Transcript
Where is everyone joining from today?
Murfreesboro, TN
Murfreesboro, TN
Montréal, Canada
Solon, OH
We’ve got 3 guests today: Doug (Washington DC), Mike (Florida), and Steven (Washington)
Hi, Gabriel. I was just thinking about a presentation you gave at summit where you mentioned “this isn’t exactly supported by Acumatica and may not work in future releases.
Hi Laura!
That’s some of the best cutting edge type stuff for sure!
Hi Gabriel!
Brian, was it PXGraphExtension<PXGraph> ?
Oh, to be honest, I don’t remember. You were showing some advanced techniques. I love coding that pushes the limits because that teaches me the most!
Dallas, TX
TnT #1 – https://www.linkedin.com/posts/laura-…
Didn’t know this was coming!
TnT #2 – https://community.acumatica.com/repor…
@AUGForums dot com looking forward to this conversation!
TnT #3 – https://www.augforums.com/forums/acum…
Proctorsville Vermont
TnT #4 – https://community.acumatica.com/events
Barrie, Ontario, Canada 
Katowice, Poland
Hi guys, coming at you from Philly
Will we get a drum solo from Steven?
Is anyone using Automation Steps currently?
I’m curious if you’ve looked at moving your Automation Steps into the new Workflow engine yet.
We do a little with custom screens and a minor change on a standard screen. We had to move to the new workflow on the shipments screen when acumatica did, but not read to do so on our custom screens.
Given the 2021R1 upgrade my team will be making some changes in how things are done for the clients.
We modified the automation steps a few times for a customer in older releases. It was generally a bad idea and we stayed away from it unless absolutely necessary.
I like how the workflow lets you define a custom workflow that inherits from the base and then enable your choice. In automation steps, we could get lost easily in what was the standard definition.
I like that too Brian. Inheriting is a key feature. Have you tried having “overlapping states” where more than one state could be true at a given time? I know that was a problem with Automation Steps.
I haven’t gotten far. Hoping this live stream improves my understanding and confidence to start converting my custom screens.
That’s a good point about converting custom screens. I’ve been thinking of the new Workflow Engine as a replacement of Automation Steps. I hadn’t considered that it could cause the re-writing of custom screens, that actually is probably a more common scenario.
Is there any partner educational resource on the topic of workflow engine?
An example of that workflow code as just shown is in the code repository for SOOrderEntry_Workflow which is a graph extension on SOOrderEntry.
I like the green/red. That’s pretty cool.
Mike Collins, we’ll make sure to hit your question before the end.
Can you drop a link to W150? I can’t find it on the course catalog on open university.
Caution on upgrades – we did (18R2 to 20R2) and found that previous automation steps did not translate to the new workflow engine (custom Reports are example).
Are there any safeguards to disallow a flow that would break code that depends on a certain flow?
Thank you!
Here is W150: https://openuni.acumatica.com/courses…
Is there an ETA on when Workflow will be incorporated/supported within Manufacturing?
… or adding maybe a status that would invalidate code
when i look at my austeps, i have over 300 items in there. many of them are from our customizations. will all of these need to be converted for 2021?
@Pat wow! That’s a lot of workflow customizations! What does your customization do?
Make sure the CompanyID is not 1. CompanyID of 1 is all the standard stuff.
It was incredibly easy to mess up workflow automation steps before the new engine
We’ll put a link to the XML of the Generic Inquiry that Ryan built so you can download it. We’ll be publishing a dedicated page for this broadcast with relevant links.
sorry… heading out… Phase 1A.3 of rolling out Acumatica lol
Good luck James!
You can watch the recording using the same YouTube link.
Great Job. This is very powerful and useful. Thanks.
Great stream! Thanks everyone.
2021 R2 Triggering Business Events from Workflow looks cool
Great presentation!