Regarding Action or Workflow Button to Email a Quote to a Customer:
I have a working action and workflow for sending invoice emails using a template. But I would like to dynamically show/hide the button based on the view and/or column values.
I’m not sure if a workflow or action button would work better. But I think I could get the desired email body with either.
In any case, how do you show/hide the button in a logical manner for the user, based on the current context (view, row #, column values)?
Specifically, how do you HIDE an action or workflow button in Table or Deck View for a given table, but SHOW the button in Detail View? (You wouldn’t bulk select customers to send invoices to, so the button is just extra noise in a list format).
Thanks in advanced!