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

January 31, 2023 by Tim Rodman

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.
Acumatica Summit 2023 - Day 1 Keynote

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

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Summit 2023, Acumatica Training, Acumatica User Group

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Recent Blog Posts

  • Acumatica Summit 2023 – Workflow: Low-Code, No-Code Customizations (Las Vegas, NV) January 31, 2023
  • Acumatica Summit 2023 – Day 2 Keynote (Las Vegas, NV) January 31, 2023
  • Acumatica Summit 2023 – Reporting: Confessions of Novices and Experts (Las Vegas, NV) January 30, 2023
  • Acumatica Summit 2023 – The New Acumatica UI, .NET Core, and xRP Framework Migration (Las Vegas, NV) January 30, 2023
  • Acumatica Summit 2023 – Developer General Session (Las Vegas, NV) January 30, 2023
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