{"id":23231,"date":"2019-11-28T11:12:20","date_gmt":"2019-11-28T11:12:20","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=23231"},"modified":"2019-12-07T06:20:26","modified_gmt":"2019-12-07T06:20:26","slug":"enabling-workflow-on-custom-tabs","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/28\/enabling-workflow-on-custom-tabs\/","title":{"rendered":"Enabling workflow on custom tabs"},"content":{"rendered":"\n

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.<\/p>\n\n\n\n

New Stuff:<\/strong>  <\/em>Adding Image to Summary Screen in Sage CRM<\/a><\/p>\n\n\n\n

As we all know workflow buttons are only visible on the \u201cSummary\u201d 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\u2019s 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.\n\n\n\n

\"Company<\/a><\/center>\n
Company Summary<\/i><\/center><\/font>\n\n\n\n
\"Updated<\/a><\/center>\n
Updated Additional Information<\/i><\/center><\/font>\n\n\n\n

\nAs 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”);<\/strong>
container.ShowWorkflowButtons = true;<\/strong>
container.WorkflowTable = “Company”;<\/strong>
After adding the above code workflow was enabled on the \u201cAdditional Info\u201d tab.\n<\/p>\n\n\n\n

\"Updated<\/a><\/center>\n
Updated Additional Information<\/i><\/center><\/font>\n\n\n\n

Hope the above information helps.<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners 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.<\/p>\n\n\n\n

Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 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 the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,333,335,334,336,337,338,340,341,342],"tags":[877,2605],"class_list":["post-23231","post","type-post","status-publish","format-standard","hentry","category-crm72","category-sage-crm-2017","category-sage-crm-2018-crm72","category-sage-crm-2018","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm-guide","category-sage-crm-r1","category-sage-crm7-3","tag-custom-tab","tag-workflow-action"],"yoast_head":"\nEnabling workflow on custom tabs - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/28\/enabling-workflow-on-custom-tabs\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enabling workflow on custom tabs - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Workflows are a very important aspect of Sage CRM. 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