Creating a button that only shows up inside a specific workflow rule

SOLVED

I am currently working on implementing a workflow in Sage CRM 2019 R2 and wanted to add a button that creates a new Quotation inside my Proposal Submitted rule.

When creating a button group the "Proposal Submitted" screen is not an option when picking the screen where the button supposed to show up unfortunately.

Is there any way to make this happen? The only time this button should show up is supposed to be when the specific workflow rule is being clicked through.

Parents
  • +1
    verified answer

    Norman

    Create Quote or Create Order are not Follow Up actions available when designing a workflow.  But if you associate a Button Group with the System Action "Opportunity Summary" then you could have a Create Quote button appear on the Opportunity Screen.  And you could determine when it appears using the SQL Tab Clause.  For example in a default workflow the workflow rule 'Proposal Submitted' changes the oppo_stage field value to 'Quoted'.  So the SQL Tab Clause could be oppo_stage='Quoted' and the button would only appear at that point in the workflow. 

Reply
  • +1
    verified answer

    Norman

    Create Quote or Create Order are not Follow Up actions available when designing a workflow.  But if you associate a Button Group with the System Action "Opportunity Summary" then you could have a Create Quote button appear on the Opportunity Screen.  And you could determine when it appears using the SQL Tab Clause.  For example in a default workflow the workflow rule 'Proposal Submitted' changes the oppo_stage field value to 'Quoted'.  So the SQL Tab Clause could be oppo_stage='Quoted' and the button would only appear at that point in the workflow. 

Children
No Data