Enabling workflow on custom tabs

By | November 28, 2019

Workflows are a very important aspect of Sage CRM. Workflow helps you to automate business processes using a predefined set of business rules and actions. A workflow guides the user through a business process, checking, tracking, validating the information and triggering actions.

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As we all know workflow buttons are only visible on the “Summary” tab, recently one of our clients requested to enable workflow buttons on a custom tab against the company entity which calls an ASP page . As the custom tab consists of additional information related to the company which user verify and later process the workflow action. That’s why the client wanted to enable workflow on this tab so that user does not require to go back to Summary tab for processing the workflows.

Company Summary
Company Summary
Updated Additional Information
Updated Additional Information

As you can see the Additional Information tab is a custom tab which calls an ASP page, hence to enable workflow buttons on this tab we just had to add below line of code into the page:
container = eWare.GetBlock(“container”);
container.ShowWorkflowButtons = true;
container.WorkflowTable = “Company”;
After adding the above code workflow was enabled on the “Additional Info” tab.

Updated Additional Information
Updated Additional Information

Hope the above information helps.

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