Hi all,
In an Account entity, if we need to create new sales order we need to go to a section called Finances, and from there to select +new from the order subgrid to create a new order for the related account.
I wanted to speed up a little the process by putting a custom button New Order in the subgrid of the Account form which will trigger the same process as it would from the order subgrid.
Can anyone propose a solution/step guide on how to achieve this?
This is actually a good way afterward to reuse the same steps for other records if requested by the other team (for RMA, work orders, etc.)
I already have installed Ribbon workbench, but I haven't actually created any button so far, so it's quite confusing with all these commands and rules attached to the button, so I don't know which should I choose and link together to make the button work on select.
Best regards
Kiril