Extending Advanced Workflow - Customizing actions

Question

Hello, Accordingly to Sugar 7.8 Technical Overview, I am trying to extend the advanced workflow by followingthe exemple given (Capitallize action ). The goal is to capitallize every fields of the bean given. I created 3 files : My JSGrouping located in : custom\Extension\application\Ext\JSGroupings\capitalize_action.php My custom action definition call in : custom\include\javascript\psme\capitalize_action.js And my custom action class located here : custom\modules\pmse_Inbox\engine\PMSEElements\CustomPMSECapitalizeName.php I did a quick create and rebuild and I repaired Javascript and JS Groupings. I also reloaded the entire page but I can't see my customized action in PMSE. Did I forget anything ? Many thanks, Regards, Bastien. 
 4370._CustomPMSECapitalizeName.php.txt.zip 8272._capitalize_action.js.txt.zip 8446._capitalize_action.php.txt.zip

Groupe Sugar · Accepted Answer

Create these file to make it work. I have tested it on SugarCRM v 7.8. custom/include/javascript/pmse/capitalize_action.js AdamActivity . prototype . customContextMenuActions = function ( ) { return [ { name : 'CAPITALIZE_NAME' , text : 'Capitalize Record Name' } ] } ; AdamActivity . prototype . customGetAction = function ( type , w ) { switch ( type ) { case 'CAPITALIZE_NAME' : var actionText = 'Capitalize the Record Name (Action)' ; var actionCSS = 'adam-menu-icon-configure' ; var disabled = false ; return { actionText : actionText , actionCSS : actionCSS , disabled : disabled } } } ; custom/Extension/application/Ext/JSGroupings/capitalize_action.php $groupings ) { foreach ( $groupings as $file = > $target ) { //if the target grouping is found if ( $target == 'include/javascript/pmse.designer.min.js' ) { //append the custom JavaScript file $js_groupings [ $key ] [ 'custom/include/javascript/pmse/capitalize_action.js' ] = 'include/javascript/pmse.designer.min.js' ; } break ; } } custom/modules/pmse_Inbox/engine/PMSEElements/CustomPMSECapitalizeName.php capitalizeName ( $bean ) ; $flowAction = $externalAction === 'RESUME_EXECUTION' ? 'UPDATE' : 'CREATE' ; return $this - > prepareResponse ( $flowData , 'ROUTE' , $flowAction ) ; } public function capitalizeName ( $bean ) { //Change the field name according to your module $bean - > name = strtoupper ( $bean - > name ) ; $bean - > save ( ) ; } } After creating these files perform these steps: Quick Repair and Rebuild Rebuild JS Grouping Files Refresh process definition designer page and you will see Capitalize Record Name Action.