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Hi,
I'm trying to add preposting details to a work order using a workflow (we're currently performing this process manually through an assistant). When I check the projection call for adding a preposting, it appears as shown below.

I attempted to add an IFS API type user task in the workflow, but I wasn't able to find any entity set or projection call that can be used to add preposting to a work order.

Is it possible to perform the actions currently done through assistants using a workflow?


Many thanks for your inputs on this issue.
Best regards,
Uvini

We faced a similar requirement to set Work Order prepostings automatically and it was solved with a IFS workflow. It is far from straightforward workflow configuration as the system uses some virtual sets, and the client debugger is not clear, but it is possible to perform the same actions that are done in the IFS Assistant page.

The workflow has 3 main tasks  

  1. The first task creates the WO PreAccountingId virtual set and prepares the next workflow step  

  2. The next workflow tasks define a nested entity PreAccountingArray with a read call

    1.  

  3. The last workflow step inserts the values to the array

 

​@AveTonitM 

Thank you for the valuable input .I was able to add preposting to the Work Order using the approach mentioned above.

I'm working on adding preposting details to a Customer Order Line via a workflow, and I’ve noticed the process differs from the Work Order case. Specifically, the payload includes a "selection" parameter that accepts multiple values.

Do you have any insights on whether the actions currently performed through Assistants can be replicated using a workflow in this context?

Many thanks for your inputs on this issue.
Best regards,
Uvini

For performing assistants with IFS workflows I have no experience of. We’ve got solutions where assistant actions are performed with Rest APIs or custom events, but not with workflows. Sorry, but I can’t help you with this question

I too am interested in learning on how to use the selection parameter in workflows. Anyone with insight would be appreciated.

​@Buddhi Gunasekara  Do you have any insights on whether the actions currently performed through Assistants can be replicated using a workflow in this context?

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