Acumatica Summit 2023 - Workflow: Low-Code, No-Code Customizations (Las Vegas, NV)

Acumatica Summit 2023 in Las Vegas, Nevada. Here are my notes from the Workflow: Low-Code, No-Code Customizations session which I took on Twitter as usual.

My notes from Before the Keynotes

My notes from the Day 1 Keynote

My notes from the Developer General session

My notes from the The New Acumatica UI, .NET Core, and xRP Framework Migration session

My notes from the Reporting: Confessions of Novices and Experts session

My notes from the Day 2 Keynote

I've been looking forward to this session #AcumaticaSummit pic.twitter.com/HCAzxzpqx8
— Tim Rodman (@TimRodman) January 31, 2023

Our Agenda #AcumaticaSummit pic.twitter.com/lGZDWtfWws
— Tim Rodman (@TimRodman) January 31, 2023

Process Flow categories in Acumatica #AcumaticaSummit pic.twitter.com/taYwDEAsYo
— Tim Rodman (@TimRodman) January 31, 2023

From @WebBased regarding low code / no code: we don't want business people to become programmers, we want them to become point-and-clickers and drag-and-droppers #AcumaticaSummit pic.twitter.com/zYTbavN8Gg
— Tim Rodman (@TimRodman) January 31, 2023

Business Events should be considered part of workflow, even though they are a separate thing technically #AcumaticaSummit pic.twitter.com/4FLMNmgZdj
— Tim Rodman (@TimRodman) January 31, 2023

State Workflow Engine #AcumaticaSummit pic.twitter.com/yr8TSSOUrh
— Tim Rodman (@TimRodman) January 31, 2023

Workflow Basics #AcumaticaSummit pic.twitter.com/tKQFnW81CQ
— Tim Rodman (@TimRodman) January 31, 2023

A State is often the Status field on a record. A Parent State allows you to aggregate things together. Skip Conditions exist on the Parent State #AcumaticaSummit pic.twitter.com/3XO8rtbBwX
— Tim Rodman (@TimRodman) January 31, 2023

Transition is how you get from one State to the next. Can be triggered by Action (button on screen) or Handler (something behind-the-scenes) #AcumaticaSummit pic.twitter.com/MgPqa8zYEi
— Tim Rodman (@TimRodman) January 31, 2023

It's important to know that everything you do graphically gets generated in code #AcumaticaSummit pic.twitter.com/YKsDX06bQJ
— Tim Rodman (@TimRodman) January 31, 2023

The Workflows that you create can be extended to the Mobile App with a simple checkbox #AcumaticaSummit pic.twitter.com/01HsrFCEc7
— Tim Rodman (@TimRodman) January 31, 2023

How Approvals fit into Workflows #AcumaticaSummit pic.twitter.com/8Y5Hz8ZsKK
— Tim Rodman (@TimRodman) January 31, 2023

Now for a demo #AcumaticaSummit pic.twitter.com/q0Tr6dMBsJ
— Tim Rodman (@TimRodman) January 31, 2023

We'll be using Cases in Acumatica #AcumaticaSummit pic.twitter.com/PYJuDyGNP9
— Tim Rodman (@TimRodman) January 31, 2023

We'll add 3 States: Gathering Info, Preparing Quote, and Pending Approval #AcumaticaSummit pic.twitter.com/26VNsTU4nc
— Tim Rodman (@TimRodman) January 31, 2023

Create a Customization Project and add Cases screen #AcumaticaSummit pic.twitter.com/9W3ZeFAKvo
— Tim Rodman (@TimRodman) January 31, 2023

Add all possible Actions #AcumaticaSummit pic.twitter.com/9RrSKlblzc
— Tim Rodman (@TimRodman) January 31, 2023

Create new Workflow. Since it's an inherited Workflow, it inherits the States #AcumaticaSummit pic.twitter.com/0nrPFe0pMz
— Tim Rodman (@TimRodman) January 31, 2023

Add 3 States #AcumaticaSummit pic.twitter.com/JqV0RyCqz8
— Tim Rodman (@TimRodman) January 31, 2023

Add Transitions #AcumaticaSummit pic.twitter.com/7YMe0IpEJL
— Tim Rodman (@TimRodman) January 31, 2023

Don't forget to add Transitions that allow you to move back #AcumaticaSummit pic.twitter.com/cyYlnXhiDo
— Tim Rodman (@TimRodman) January 31, 2023

Delete the existing Transitions that have been replaced #AcumaticaSummit pic.twitter.com/17FnJRGkxv
— Tim Rodman (@TimRodman) January 31, 2023

Our ACCEPT action is only available for the BILLCUST Case Class #AcumaticaSummit pic.twitter.com/WCo2w3p7LE
— Tim Rodman (@TimRodman) January 31, 2023

This was an actual example provided by Mike Gifford from Crestwood #AcumaticaSummit pic.twitter.com/pABiv715Au
— Tim Rodman (@TimRodman) January 31, 2023

Intro to Business Events #AcumaticaSummit pic.twitter.com/Btmv8UORry
— Tim Rodman (@TimRodman) January 31, 2023

We'll add Business Events to our prior example #AcumaticaSummit pic.twitter.com/nvqPKloTPA
— Tim Rodman (@TimRodman) January 31, 2023

This looks cool. This is new in Acumatica 2023 R1 #AcumaticaSummit pic.twitter.com/nm36D8yi1B
— Tim Rodman (@TimRodman) January 31, 2023

This will create a Task when the Case moves to preparing Quote state #AcumaticaSummit pic.twitter.com/sFIzWL25e4
— Tim Rodman (@TimRodman) January 31, 2023

The new "Action Execution" option is defined on the "Action Executions" screen which also allows the updating of fields on a screen #AcumaticaSummit pic.twitter.com/rPUQN1RlpI
— Tim Rodman (@TimRodman) January 31, 2023

This Task activity was created automatically by the Business Event #AcumaticaSummit pic.twitter.com/HeJHbBmlRJ
— Tim Rodman (@TimRodman) January 31, 2023

Some Crestwood Client Examples #AcumaticaSummit pic.twitter.com/6WC7UWw7CJ
— Tim Rodman (@TimRodman) January 31, 2023

Another Customer example #AcumaticaSummit pic.twitter.com/1DGFSwWhDl
— Tim Rodman (@TimRodman) January 31, 2023

Yet another customer example #AcumaticaSummit pic.twitter.com/tZojSufxlL
— Tim Rodman (@TimRodman) January 31, 2023

PICS Telecom example #AcumaticaSummit pic.twitter.com/QhubKf2Zrf
— Tim Rodman (@TimRodman) January 31, 2023

Here's an example from GitHub #AcumaticaSummit pic.twitter.com/NQnC7ni8A0
— Tim Rodman (@TimRodman) January 31, 2023

This Action Executions screen is a much easier way to go update a value without having to setup a clunky Import Scenario. You have to define an Action Name so my workaround was to use Save which basically doesn't do an Action, then populate the FIELD VALUES tab #AcumaticaSummit pic.twitter.com/iWqGIwYCkF
— Tim Rodman (@TimRodman) January 31, 2023

Preview of New UI and Personalization #AcumaticaSummit pic.twitter.com/EJiUQBmxMH
— Tim Rodman (@TimRodman) January 31, 2023

Drawbacks of existing Web Forms and why the New UI will be cooler #AcumaticaSummit pic.twitter.com/XX3qE89agX
— Tim Rodman (@TimRodman) January 31, 2023

The technology behind the New UI #AcumaticaSummit pic.twitter.com/0UlEDgL8ys
— Tim Rodman (@TimRodman) January 31, 2023

Advantages of the New UI, including Per-Tenant UI Customizations!#AcumaticaSummit pic.twitter.com/H6qCDwEgi3
— Tim Rodman (@TimRodman) January 31, 2023

What's New and What's Coming #AcumaticaSummit pic.twitter.com/rlGiZpGi7E
— Tim Rodman (@TimRodman) January 31, 2023