Adding toolbar buttons for active workflow processes

If multiple active processes exist for an object, you can use a single toolbar button for all active workflow processes.

About this task

The Start Workflow window displays a menu of active processes from which to select. You can also add your own toolbar buttons for different active processes. If you exceed the number of icons that can fit on the toolbar, an arrow displays to indicate that a menu of options exists.

Procedure

  1. In the Workflow Designer application, select a process record.
  2. Select the Edit Workflow GO Buttons action.
  3. Insert a row.
  4. Specify the application where the workflow process is initiated or routed.
  5. Optional: Specify the name of the workflow process.
    If no process is specified, the user is prompted to select from active processes for the application or object.
  6. Specify a sequence value for the order of the Go Buttons.
  7. Add a description that acts as a tooltip for the button.
  8. Specify the name of the graphic file to use for the toolbar icon.
    For example, specify nav_icon_route.gif.
  9. Specify the path and name of the graphic file to use for the toolbar icon when the process is active.
    For example, specify nav_icon_route_active.gif.
  10. Click OK and then save the process.