x Want to participate? Join the group to interact
  • State Not Answered
  • Replies 2 replies
  • Subscribers 74 subscribers
  • Views 241 views
  • Users 0 members are here
Browse Forums
Announcements
105
topics
32
replies
General Discussion
6k
topics
18k
replies
joewashek_1

Sage CRM green Add Button

Posted By

Hello,

I have a custom entity (inspection), with workflow. I'm having trouble remembering or finding how to update the green New dropdown to show the workflow, instead of the default entity creation link without workflow.

When I'm on the inspection list page, it shows the "New Inspection" workflow button as expected on the right. However, The green dropdown button at the top right of layout/header page that contains all of the "New {entity}" links shows the basic "Inspection" entity create link.
Long story short, how do I get the "New Inspection" primary workflow rule to show up in the green New dropdown menu?

Thanks,

Joe

  • 0

    Joe,

    You can add these under advanced customisation and system menus. However you will need a valid system action to make this work

    Huw

  • 0

    Huw,

    Thanks for the reply. I found the link button in the system menu for my custom Entity. The action is "custom file", and the custom file points to my custom asp page. However, when I create a new entity record using this link button, it does not set the workflow id. When I use the "new inspection" button from the List page, it does set the workflow correctly. The odd thing is both buttons point to the same asp page.

    thanks,

    Joe

*Community Hub is the new name for Sage City