You can use the Screen Designer to add a workflow button to a tab.
To create a workflow button, complete the following steps:
-
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.
-
On the Screen Designer form, click
New Workflow Button.
Vision places a button called
Custom Button in the upper left part of the tab.
-
Drag the button to the new location.
-
In the
Caption field on the Properties panel, enter a label for the button.
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From the
Workflow drop-down list, select the workflow.
-
Click
OK.