Skip to main content
Answer

How to add a custom link from a wiki article to a process screen

  • November 3, 2021
  • 3 replies
  • 606 views

Forum|alt.badge.img

I have created a wiki article consisting of a few images making up a flow chart. I would like to create a link from the image to a process screen (new cases) in the customer portal, so that the user can click on the image and will be taken to the appropriate screen.

Best answer by Irina

Hello @suemackeown13 

Sorry for the late reply. Here is a KB article to assist you with this task

 

3 replies

Irina
Community Manager
Forum|alt.badge.img+8
  • Acumatica Platform Analyst
  • Answer
  • February 14, 2022

Hello @suemackeown13 

Sorry for the late reply. Here is a KB article to assist you with this task

 


patrickcolgan94
Freshman I
Forum|alt.badge.img

Is there a way to leverage the new slick Dashboard Designs in the Demo to allow clients to view the workflows also?  Is it a matter of adding them to the Wiki Site Map?  If so, please show us how.

Payroll Workflow, CRM Workflow, etc.


Irina
Community Manager
Forum|alt.badge.img+8
  • Acumatica Platform Analyst
  • February 28, 2022

Hello @patrickcolgan94 

I suppose the best way is to copy-paste wiki article content and images from the earlier versions.

Detailed how to on how to create your own workflow can be found in the article mentioned above.