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pen one

04/27/2022, 7:23 PM
I have a button created in a workflow where the action is appearing in the save drop down in the salesorder. How can I not have that action appear? I check on the custom form under Custom Actions and the action is not there.
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jen

04/27/2022, 7:48 PM
I had no idea this was possible….can you provide a screenshot? This sounds actually kinda useful, in some cases.
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pen one

04/27/2022, 8:11 PM
Sure - here is the button drop down
and my workflow:
What the button does is mark all line items as closed so there is no billing done but my issue is that some users are not realizing when they click the save button it can have the Save & Mark No Bill
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AI1

04/27/2022, 8:29 PM
Yea have this as well but I can't figure out why it shows up for some buttons and not others.
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jen

04/27/2022, 9:40 PM
Maybe cuz Save Record First is ticked?
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pen one

04/27/2022, 9:45 PM
that did it. i guess i misunderstood what that actualy does
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AI1

04/27/2022, 9:54 PM
Ahh good to know. So to confirm @pen one if you UNcheck the Save Record First box it will NOT show up in the Save Actions?
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pen one

04/27/2022, 9:54 PM
correct - but button still shows in view mode.
thanks @jen
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AI1

04/27/2022, 9:55 PM
Hmmm interesting, I always thought that meant you could see the button in both Edit mode AND View mode.....I guess not
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