System Administration: Support of Dialog Box Values for Business Events

In previous versions of MYOB Acumatica, a customizer could configure dialog boxes in a workflow so that users can later specify certain values in the elements of these dialog boxes. If a system administrator then created a business event, it was not possible to use these values in the subscribers to this business event.

MYOB Acumatica 2024.1.1 introduces the support of these dialog box values in business events.

Specifying Dialog Box Values in Subscribers

For business events of the Triggered by Action type that are configured for data entry forms, a system administrator can use dialog box values in subscribers to business events. A subscriber can be a task, action execution, or notification template (email, push, or SMS notification). In MYOB Acumatica 2024.1.1, the administrator can also use dialog box values in trigger conditions. With business events defined in this way on the Business Events (SM302050) form, the system can trigger business events when certain values are specified in the dialog boxes that are displayed when the user performs those actions.

The dialog box values can be selected in the following boxes of the forms where the subscribers are created:

On the Email Templates (SM204003) form:
- To
- CC
- BCC
- Subject
- Insert > Data Field
On the Mobile Notifications (SM204004) form:
- To
- Title
- Insert > Data Field
On the Task Templates (SM204005) form:
- Owner
- Value on the Task Settings tab (Fields > Internal in the Formula Editor)
On the Action Executions (SM204007) form:
- Value on the Keys tab
- Value on the Field Values tab

On the Screen Fields tab of the lookup table in any of these boxes of the forms listed above, the administrator searches for a dialog box by the name of the action for which this dialog box is configured. The administrator then selects the check box for the needed box of this dialog box, and clicks Select. The system inserts the placeholder for the dialog box value, as it does with other elements in the templates.

Configuring the Support of Dialog Box Values in Business Events

In most cases, the use of dialog box values in business events requires the modification of the form's workflow. In the customized workflow, the administrator needs to create an action that displays a dialog box, and then use the values of this dialog box in the trigger conditions or in the subscribers of a business event.

For example, the administrator could customize the workflow for the Cases (CR306000) form by performing the following general steps:

On the Dialog Boxes page, creating a dialog box (Share) that has a single box (Share With).
On the Actions page, adding a new action (Share), and specifying the new dialog box for this action.
When a user clicks the button corresponding to the action on the form, the dialog box opens, and the user specifies the username of the person with whom they want to share current record.
Publishing the customization project.

On the Business Events (SM302050) form, the administrator then creates a business event triggered by the Share action, and creates an email notification on the Subscribers tab of the form. In the To box of the Email Templates (SM204003) form (see Item 1 in the following screenshot), the administrator then selects the Share With box of the Share dialog box, which the system displays when a user shares a case (Item 2).

Figure 1. The selection of a dialog box value on the Email Templates form