[pbrennan]

I am trying to place a button on the Customer Payment Transaction form in order to streamline the sending of payment receipts. I have similar workflow on other transaction types. I cannot seem to get this Transaction Type to enter a workflow. Is this Transaction not supported?
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[nrao]

Hi,

Workflow can be deployed on a ‘Customer Payment’. I tried to add a button via workflow using Before Record Load Trigger and was successful in doing that.

Kindly check for the workflow set up in regards with the Release Status, if the triggers are set correctly.

If all looks good please feel free to file a support case and our support team would be able to assist you with it,

Thanks

[carl.billings]

Hi Pat. I recently added a workflow to our payment records for the same reason. You should be filtering Transactions and Sub Type as Customer Payment. In what context are you adding a Button?

[rudler]

I’m not able to execute a WF on a customer payment as well.

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