Add a Workflow Button to a Hub

Add a workflow button to a tab in a hub to allow users to initiate a scheduled workflow for hub records.

To add a workflow button to a hub:

1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
   • Go to the Hubs section and select the hub that you want to customize, or go to the Settings section and select Accounting > Chart of Accounts to customize Chart of Accounts. On the form, select Design from the Other Actions drop-down menu.
   • Go to the Settings section and select Screen Designer. In the drop-down list in the title bar of the Screen Designer form, select the application that you want to customize.
2. On the Screen Designer form, click the tab that you want to add the workflow button to.
3. In the actions and properties pane on the right side of the Screen Designer form, click Add Workflow Button.
4. In the Field Properties section of the actions and properties pane, enter the name for the workflow button, select the specific workflow to run when users click the button in the hub, and if needed, hide the button from certain security roles. The Field Properties section displays the properties for the button you just created. When you click on a different field, grid, or button on the tab, the properties section switches and shows you the properties of the item that you just clicked.
5. Use your mouse to drag and drop the workflow button to the desired location on the screen. You can place only three elements (a combination three of fields, grids, and so on) in one "row" on a tab.
6. Click Save in the actions and properties pane.