In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Questions Creating New Workflow - Add state option disabled. not sure what step i've missed
This is my first post,
I've created a new workflow, but the option to edit current states or add new is greyed out. any suggestions what i can check or what i might have done wrong?
I've watched the below video, where the trainer has an option to edit. can't figure out where i have gone wrong.
I've found I have to always create a new Workflow and you aren't allowed to edit their built in ones (ones marked Inherited). Check around timestamp 1:34 in the video you linked. I believe it's because they build their default workflows in the code. For an example, check out "[Your Acumatica Website Folder]\App_Data\CodeRepository\PX.Objects\CR\Workflows\OpportunityWorkflow.cs"