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Is there a way to track who executes what automation steps for a given screen? Further, is there a way to grab the username and show it on the screen when a given Action is run?
I'm trying to create a "Confirmed" state and the customer wants to see the name on the screen for whomever put an order in that state.
I've created custom fields and table columns for this already and the status portion is working, I just can't get it to grab the username.
I haven't been able to find much information online on how to identify or capture it this kind of information.
Thanks all in advance
Are you using an Action Name of Flow on the Actions tab of the Automation Steps (SM205000) screen, then clicking the FILL WITH VALUES button to populate your custom field?
If so, you might try putting @me in the Value column.
For a somewhat related discussion, click here.
I'm still having trouble with this. It won't let me select "Flow" as the action name, it's not even listed as an option. I've seen it listed in the actions for other screens, though.
I'm editing Purchase Orders in the NL Open state. This "confirmation" is simply a manual flag and doesn't actually have a state associated with it.
One of the Acumatica support folks suggested doing something with Field auditing but that sounds like overkill for one field on one screen.
Sorry, I think it should actually be an Action Name of Action.
If you put an Action line on there like in the screenshot below, then click FILL WITH VALUES, can you select your custom field in the drop down?
Yes sorry - I didn't even mention that in my last post. I can indeed add my custom field and I've been setting @me as the value. When I load the screen and run the Action, it changes the value of the desired field to "@me", rather than properly returning @me.
Ah, bummer, too bad it can't accept formulas.
Three thoughts on this:
1. The field auditing isn't that bad to setup. And you if you list the field, then it will only audit that specific field.
2. There is a Business Events feature that was added in Acumatica 2018 R1. You could use it to monitor for your condition and write to a table when it happens.
3. Most Acumatica developers that I've talked to actually hate the Automation Steps. Probably because it's run-time code. I like them though because I can do stuff without having to be a developer. Either way, it's worth noting that we will likely see a completely revamped Automation Steps in the near future. I was at the Summit the past two days and heard that from multiple people, including the Acumatica CTO in the "ask Mik anything" session. But don't believe it until you see it. Acumatica always bites off more than they can handle. That's why they have been successful.
More info on the coming changes to Automation Steps. I totally forgot until I checked my Twitter feed that it was actually mentioned during one of the main keynotes.
https://twitter.com/TimRodman/status/958354097538727936
It's the third point in the screenshot above.
Also, the second point in the screenshot above mentions form personalization. Currently you can personalize how a grid looks (move columns around, hide columns). You'll be able to do that same thing with ANY field on a data entry screen eventually.