Overview

A custom button can be created in the approval process to not only approve or reject but also to set a custom field value at the same time. The best example of this is if you want to approve an invoice but also set a custom field of “type” to have a value of “re charge”. So approve the invoice but recharge the customer. You can do this with Zahara custom buttons.

Watch this video for a full explanation:

 

 

1

Creating a Button

Head into Business Settings > Custom Buttons. Here you can create a custom button for either purchase orders, or invoices. 

2

Deploying a button

To deploy the button you need to add a placeholder into your existing approval templates. 

As part of creating the custom button, you will create a template placeholder that you name in the second field:

 

You then drop the placeholder into your template approval email as shown below: