When working with workflows in Sage X3, you may encounter scenarios where a workflow continues to trigger on every modification. If the workflow rule’s operation is set to CM (Change/Modification), this ensures all updates are tracked. However, there are scenarios where businesses prefer not to have workflows triggered for specific field changes.
On the Purchase Order screen, a client may want to skip triggering the workflow whenever the Supplier field is updated. This is because changing the supplier might be a minor adjustment, and the business only wants workflows to trigger for critical updates (like order validation or status changes).
In such cases, Sage X3 provides flexibility through Entry Point Scripts, Specific Scripts, and Actions on Screen, allowing for more precise control of workflow triggering.
Important – For this method to work, your transaction must first be fully signed.
We’ll take the Purchase Request line level Supplier field as an example.
Step 1: Locate the Supplier Field on Screen
Step 2: Add an Action on After Change
This will automatically create a subprogram action inside the Specific Script of Purchase Request.
Step 3: Create an Entry Point Script
Step 4: Modify the Specific Script
Remember: Your workflow must have a header condition like
By using this approach (Entry Point + Specific Script + Actions), you can selectively control workflow triggering in Sage X3. This is particularly useful when you only want workflows to run on critical modifications and not on every small field change.
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