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.

If Vantagepoint is set up to use multiple languages, see Screen Designer and Multiple Languages for some special considerations.

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 select Settings > General Ledger > Chart of Accounts to customize the Chart of Accounts. On the Actions bar of the form that displays, select Other Actions > Design.
   • Select Settings > General > Screen Designer. In the Application field at the top 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. Click Other Actions > 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 that 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 on the Actions bar.