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Live 4: Moving from Automation Steps to Workflows

March 18, 2021 by Tim Rodman

AUGForums.com Live is a bi-weekly broadcast run by Ryan Brown, CEO at xByte, an Acumatica Customer. Come ask questions during the broadcast!

Click here to watch the recording on YouTube with chat playback
Click here for upcoming broadcasts and previous broadcast recordings

0:00 AUGForums.com Live Introduction #Acumatica
1:06 Sponsors, Rolodex, and Podcast
3:00 Where is everyone physically located?
3:59 Overview of Automation Steps
8:54 Automation Steps vs. New Workflow Engine
11:27 Challenges with Automation Steps
14:29 New Workflow Example: Update Description Buttons
20:51 New Workflow Example: Making Opportunity Probability Updates Easy for Salespeople
21:44 New Workflow Example: Making a Copy of a System Workflow
24:43 New Workflow Example: Why Order Types are now Easier to Work With
27:00 New Workflow Questions for the Next Broadcast
28:08 New Workflow PREVIEW CHANGES Button Bug
29:26 Upcoming Broadcast, including Doug Johnson
30:36 New Workflow Example: Working with Fields in Workflows and Globally
33:10 Can you Launch an App in a Workflow or Do Calculations?
35:09 Final Thoughts

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Chat Transcript

Dianne Aguilera​
Maryland, US

Brendan White
​Hancock, ME

Britt Steinhardt
​St. Catharines, ON Canada

Tom L​
FL – hey guys

Ricardo Ochoa
​Fargo ND

Shawn Slavin
​Home office in Tulsa Oklahoma

Kay
​Rochester, NY

Dan Lehman​
Philadelphia

Christiaan Raubenheimer
​Cape Town, South Africa

Patrick Long
​Albany NY

Cristi Womack
​Wichita, KS

ICAN Software
​Tacoma WA

ICAN Software
​How did you make a copy of one of the read only system workflow?

Brendan White
​One issue we have is the inability to structure SO automation steps based on Order Type. I think this will help solve our problem

ICAN Software
​They should have a training class at Summit?

AUGForums dot com
​https://www.augforums.com/forums/ever…

AUGForums dot com
​You can use that Discussion to help us queue up questions for the next broadcast

Toon Six​
Very interesting. Thanks

ICAN Software
​Tim’s da man!

Toon Six
​Can you launch an app in a workflow?

Toon Six
​Great job

Toon Six
​Calculation for something

Toon Six
​thanks

Toon Six​
Nice hat, TIm.

Kay
​WOW! Fastest 35 min ever!

Kay
​👍

ICAN Software
​Great job, Ryan!

Filed Under: Podcast Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Podcast, Acumatica Training, Acumatica User Group, AUG Blog Audio Post

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