I have a button created in a workflow where the ac...
# suiteflowp
pen one
04/27/2022, 7:23 PMI 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 PMI 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 PMSure - here is the button drop down
pen one
04/27/2022, 8:12 PMand my workflow:
pen one
04/27/2022, 8:13 PMWhat 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 PMYea 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 PMMaybe cuz Save Record First is ticked?
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pen one
04/27/2022, 9:45 PMthat did it. i guess i misunderstood what that actualy does
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AI1
04/27/2022, 9:54 PMAhh 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 PMcorrect - but button still shows in view mode.
pen one
04/27/2022, 9:54 PMthanks @jen
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AI1
04/27/2022, 9:55 PMHmmm 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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