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.
New Stuff: Adding Image to Summary Screen in Sage CRM
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.
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.
Hope the above information helps.
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at firstname.lastname@example.org. We will be glad to assist you.