Scenario: Add a custom workflow button to the Save & update menu on a transaction.
The steps below will aid in saving efficiency when users consistently save a record and immediately click another button to trigger an action. This allows custom button actions to be available under the Save &… menu on a record. Note: be conscious of the workflow action triggers – this option will save the record first.
- Edit the “Add Button” workflow and check the “Save Record First” checkbox at the bottom, right corner.
- Navigate to a transaction in “Edit” mode and hover over “Save” button. Save & {button Label} is available to select.
After completing these actions the Save drop-down menu will include the custom button action and trigger the workflow.