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After upgrading to 2020R2, the previous add button through automation steps does not work

  • December 7, 2020
  • 3 replies
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R
Captain II
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  • ray20
  • Captain II
  • 398 replies

Hello,

  I add button through automation steps before

     but after we upgraded to 2020r2, this method does not work anymore.

 

Can this method still be working, or I have to use something called workflow?

Best answer by Irina

Hello there!

I think the following brand-new article will answer your question in details:

https://community.acumatica.com/customization-and-development-72/how-to-add-a-report-under-the-reports-button-on-a-document-form-4211

 

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    R
    Captain II
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    • ray20
    • Author
    • Captain II
    • 398 replies
    • December 8, 2020

    Hello，

       Per the below post：

    https://community.acumatica.com/inventory-and-order-management-124/after-an-upgrade-to-acumatica-erp-2020-r2-automation-behavior-of-sales-orders-shipments-and-so-invoices-forms-may-change-438

     

           Look like I have to do with workflows

    The good news is it is not difficult to do it.

    Irina
    1 person likes this
    • Irina
      Irina
    Irina
    Community Manager
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    • Irina
    • Acumatica Support Analyst
    • 521 replies
    • Answer
    • December 8, 2020

    Hello there!

    I think the following brand-new article will answer your question in details:

    https://community.acumatica.com/customization-and-development-72/how-to-add-a-report-under-the-reports-button-on-a-document-form-4211

     

    Best regards, Irina
    R
    1 person likes this
    • R
      ray20
    R
    Captain II
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    • ray20
    • Author
    • Captain II
    • 398 replies
    • December 9, 2020
    Irina wrote:

    Hello there!

    I think the following brand-new article will answer your question in details:

    https://community.acumatica.com/customization-and-development-72/how-to-add-a-report-under-the-reports-button-on-a-document-form-4211

     

    @Irina Thank you ,so you confirmed it is indeed 2 different ways for adding report button that before 2020r2 and 2020r2. I got it.

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