Add Custom Action to “Save &” Drop-Down on a Record

Purpose: Add a custom workflow button to the Save &… menu on a transaction.

The steps below will aid in saving efficiency when users consistently save a record and immediately click another button to trigger an action. This allows custom button actions to be available under the Save &… menu on a record. Note: be conscious of the workflow action triggers – this option will save the record first.

1. Edit the “Add Button” workflow and check the “Save Record First” checkbox at the bottom, right corner.

2. Navigate to a transaction in “Edit” mode and hover over “Save” button. Save & {button Label} is available to select.

After completing these actions the Save drop-down menu will include the custom button action and trigger the workflow.

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Laura Miller