Hi guys, I created a workflow for the sales line. I have selected the module "SalesOrder" in my workflow category and activated the workflow on the SalesTable form but I cannot see the workflow button on my form. Any idea what could be the problem?
Hi Bilal,
Can you share the technical details? Do you have a line item workflow only or also a workflow on the SalesTable itself?
Is it a new order or existing one?
Hi Andre,
I have only a line-item workflow. Basically, I want to run the workflow on the Sales line based on the value of the estimated margin field.
Hi Billur,
I created a new sales order but the workflow is not still showing.
Hi Bilal170795,
Usually, a workflow is on the header where the coding will match the main data source of the form. Your issue could be related to the data source link. However, this is just guessing. As asked above, can you share the technical details of your current attempt?
Next to the workflow, do you also have coding implemented which will prevent confirming the order or delivering the goods before the workflow has been approved?
My workflow category is Sales Module, Form name is SalesTable(where the sales lines are shown) and I made the workflow datasource to sales line, Workflow document menu item name is SalesTableDetails and I just add a method to my Document class to fetch estimated margin field. other than that I am not implementing any code to confirm the order, all the things are configured in workflow configuration. If the estimated margin is above 35% it will send a notification email to the respective person.
If you want more details please let me know, Thanks.
Maybe I am not doing the right thing for Line level workflow, if you could tell the right steps it would be really helpful. Thanks.
Now I have created two workflows one for Sales Table and the second for SalesLine. I added my sales line workflow in Line-item workflow of Sales Table. The issue is the workflows is showing on the
SalesTableListPage but it is not showing on SalesTable form.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
CA Neeraj Kumar 2,047
André Arnaud de Cal... 885 Super User 2025 Season 2
Sohaib Cheema 592 User Group Leader
