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How to change workflow for Shipment

  • November 21, 2025
  • 1 reply
  • 33 views

I want to change the workflow on shipment and add a Button “READYFORPICKUP” in between Confirm shipment and prepare invoice.

When CONFIRM SHIPMENT is clicked, A new Button (status) should appear,

Once this button is clicked, then it should return to normal workflow and Prepare Invoice should be available.   Prepare Invoice should not be available until Ready for Pickup has been clicked.  I have tried to build this in the workflow, with mixed results.

What is the best way to accomplish this.

thanks

 

Best answer by bwhite49

You should add a checkbox field that gets updated to =true when “ready for pickup” is selected. You can then add a condition where that checkbox must equal true in order to run the prepare invoice action

1 reply

bwhite49
Captain II
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  • Captain II
  • Answer
  • November 21, 2025

You should add a checkbox field that gets updated to =true when “ready for pickup” is selected. You can then add a condition where that checkbox must equal true in order to run the prepare invoice action