By completing this course, you will learn how to create a workflow for a data entry form by using the workflow API of the Acumatica Framework. The course describes in detail how to create and customize a workflow to change the state of an entity in Acumatica ERP. The current version of the course is valid for Acumatica ERP 2023 R1 Update 2 (23.102.0042) and later versions.

The course consists of step-by-step examples that you should complete. Through the examples, you will learn how to perform the following customization tasks in Acumatica ERP:

Create a screen configuration
Define a default workflow for a form
Implement elements of a screen configuration
Customize an existing workflow
Customize a composite state

Training Materials

T270 TRAINING GUIDE

T270 LINK TO EXAMPLES

Installations

Training Recordings

The webinar recordings presented below are based on the training guide for Acumatica ERP 2021 R2. Because of this, the topics described and shown in the recordings may differ from the course materials for Acumatica ERP 2023 R1.

Session One

In this training, the following PowerPoint presentation has been used: T270 Workflow API 2021 R2

Session Two

In this training, the following PowerPoint presentation has been used: T270 Workflow API 2021 R2

Session Three

In this training, the following PowerPoint presentation has been used: T270 Workflow API 2021 R2

Session Four

In this training, the following PowerPoint presentation has been used: T270 Workflow API 2021 R2

Additional Reference

To Define a Workflow from Code

Customizing a Predefined Workflow from Code

Workflows

Exploring the Source Code

Graph

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T270 Workflow API 2023 R1

Course Description

Training Materials

Installations

Training Recordings

Session One

Session Two

Session Three

Session Four

Additional Reference

Related Courses

Testimonials

T270 Workflow API 2023 R1

Course Description

Training Materials

Installations

Installation Guide

Downloads

Training Recordings

Session One

Session Two

Session Three

Session Four

Additional Reference

Related Courses

Testimonials