Workflow in Sage CRM can be easily configured for Primary Entity but the out of the box system is not configured to handle workflows for Secondary entity. Jeff, as usual, came up with this fantastic workaround in his blog post
http://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx
Using the above link we were able to enable the workflow for the Secondary entity but were not able to view the workflow action button on summary page. Normally the workflow button is enabled when we insert the following code.
Container.ShowWorkflowButtons = true;
Container.WorkflowTable = “
After some analysis we realized that if we need to enable a workflow for a secondary entity then the approach is slightly different. Normally here is what we do if we have to view information for a secondary entity.
var Summary=eWare.GetBlock(“< screen >”);
Summary.Title=”XXXX Details”
Summary. ArgObj=
Container.AddBlock(Summary);
eWare.AddContent(Container.Execute());
But if we have to enable a workflow custom secondary entity then we need to use the below code.
var Summary=eWare.GetBlock(“< screen >”);
Summary.Title=”XXXX Details”
Container.AddBlock(Summary);
eWare.AddContent(Container.Execute(“< record >”));
Hope this helps.
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