Perform an action on an Acumatica ERP form.

Executing an Action

To execute an Acumatica Action, you will need to specify the action that you are going to execute via the 'ActionName' input parameter, the entity type via the TopLevelEntity input parameter, the EntityRecord and optionally the Action parameters via the Parameters input, if you are executing a custom Action.

To specify the entity record, you may either submit the single record in JSON format, or you may create a temporary table containing group of recrods and then reference the temporary table in the EntityRecord input parameter.

Note: The custom parameters can only be submitted in the JSON format as in the example below.

EXEC ExecuteAction ActionName = 'Close', TopLevelEntity = 'Case', EntityRecord = '{"id": "e3f46a39-1a14-e911-816f-bc920a5e0ac8"}',
    Parameters = '{
        "custom": {
            "FilterPreview": {
                "Reason": {
                    "type" : "CustomStringField", 
                    "value" : "Abandoned"
                }
            }
        }
    }'

Executing an Action submitting the record in the JSON format

To submit a record in the JSON format, you will need set the EntityRecord input parameter to the JSON object containing the record on which the action is going to be executed.

For example, via the below statement you can confirm the shipment for the shipment with number 003523.

EXEC ExecuteAction ActionName = 'ConfirmShipment', TopLevelEntity = 'Shipment',
      EntityRecord = '{
      "Type": {
        "value": "Shipment"
      },
      "ShipmentNbr": {
        "value": "003523"
      }
    }'

You should note, that only one entity record can be specified in the EntityRecord input parameter when using the JSON format.

Executing an Action submitting a Temporary Table of recrods

If using a temporary table, it must be defined and inserted within the same connection. Closing the connection will clear out any temporary tables in memory.

Start by inserting the related entities corresponding to the same entity type into a temporary table.

The following statements add three Shipment records into the Shipment#TEMP temporary table.

INSERT INTO Shipment#TEMP (Type, ShipmentNbr) VALUES ('Shipment', '003523')
INSERT INTO Shipment#TEMP (Type, ShipmentNbr) VALUES ('Shipment', '003524')
INSERT INTO Shipment#TEMP (Type, ShipmentNbr) VALUES ('Shipment', '003525')

Lastly, reference the temporary table via the EntityRecord input parameter, just as in the below example.

EXEC ExecuteAction ActionName = 'ConfirmShipment', TopLevelEntity = 'Shipment', EntityRecord = 'Shipment#TEMP'

If more than one entity record is provided, the add-in will automatically split the records and execute the Action for each of them.

Input

Result Set Columns