Add a Workflow Button with the Screen Designer

You can use Screen Designer to add a workflow button to a tab.

To add a workflow button to a tab, complete the following steps:

1. In Ajera CRM, open the tab to which you want to add a workflow button, and click the Screen Designer icon at the bottom right of the screen.
2. On the toolbar of the Screen Designer form, click New Workflow Button. Ajera CRM places a button labeled Custom Button in the upper left part of the tab.
3. Drag the button to the desired location on the tab.
4. In the Properties panel, enter a label for the button in the Caption field.
5. In the drop-down list in the Workflow field, select the workflow that will start when users click this button on the tab. Only workflows that are associated with the application to which you are adding a workflow button display in the drop-down list in the Workflow field.
6. Click OK to save your changes.