Add a Workflow Button with the Screen Designer

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

To create a workflow button, complete the following steps:

  1. Display the screen (form) that contains fields that you want to customize and click the Screen Designer icon at the bottom right of the screen.
  2. On the Screen Designer form, click New Workflow Button. Vision places a button called Custom Button in the upper left part of the tab.
  3. Drag the button to the new location.
  4. In the Caption field on the Properties panel, enter a label for the button.
  5. From the Workflow drop-down list, select the workflow.
  6. Click OK.