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Customer experience | Sales, Customer Insights,...
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Create custom "Credit Check" button on ribbon - Customer main form

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Posted on by 24
Hi there,
 
I have a requirement which is to create a custom /Credit Check/ button on ribbon on Customer (Account) main form. When the user click on this custom button, workflow should be triggered when the following fields have information in them within Customer main form.
 
Following are the fields:
1. Legal Entity Name
2. Reg No/ABN
3. Address 1: Street 1
4. Address 1: City
5. Address 1: State/Province
6. Address 1: ZIP/Postal Code
7. Address 1: Country/Region
8. Invoice Currency
9. Customer ID
 
Once the user fills all the information in the above mentioned fields and then clicks on custom /Credit Check/ button then workflow should be triggered which will send an email notification to the relevant users about the information against above mentioned fields. However, if any of the fields is empty then error message should be displayed that particular field need to be filled to proceed for credit check. 
 
I believe that this will mainly be handled through code and I do not have programming background so can anyone help me in this regard.
 
Thanks. 
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Create custom "Credit Check" button on ribbon - Customer main form
    Hi Partner,
    Did that answer your question?
    Any updates? Please feel free to ask me any questions you may have!
    If someone answered your question, can you check this box to mark that response as an answer?
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Create custom "Credit Check" button on ribbon - Customer main form
    Why not using on-demand workflows directly?
    Navigating to flow > run workflow:
    If you insist on creating one button to trigger the workflow, you need install smart button for ribbon workbench(No code)  

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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