Workflow Buttons Added with Screen Designer

Use Screen Designer in the browser application to add a workflow button to a tab in a hub. A workflow button allows users to initiate a scheduled workflow for a particular hub record or a web service workflow for a particular project plan or an expense report.

When you click a workflow button that has been added to a tab, the workflow is started for the record that you have open. For example, assume you have a scheduled workflow called Validate Address, which has a web service action that validates a contact’s address through a mapping web site. You add a workflow button to the Overview tab of the Contacts Hub and link it to the Validate Address scheduled workflow. When a user enters a contact’s address on the Overview tab in the Contacts hub and clicks the Validate Address workflow button, the workflow process is started and the address is validated.

In Screen Designer in the browser application, you add a workflow button to a tab by clicking Add Workflow Button in the actions and properties pane on the Screen Designer form. Then you select a scheduled workflow for the button in the Workflow field in the Field and Properties section of the Screen Designer form. You can select only scheduled workflows that are already associated with the hub to which you are adding a workflow button.

You do not need to schedule a scheduled workflow to make it work when you click a workflow button.

How the Workflow Button Works After It is Added to a Tab

• You must save changes to the hub record before you click the workflow button on a tab in a hub.
• After you click the workflow button, a message is displayed in the status bar to indicate that the workflow has started. You can continue to work in DPS while the workflow is processed.
• The record must satisfy the conditions of the workflow. If it does not, you receive an error message.
• If the workflow no longer exists, you receive an error message when you click the workflow button.