Would anyone be able to help? I have to configure multiple SFM's on the work order object based on criteria established on the installed product. At the moment i am pulling through the relevant installed product field to the work detail and using workflows to update a checkbox in the work order such that i can use this checkbox as wizard criteria to hide SFM's, this works to a point but i will soon run out of workflows available on the object. Is there anyway to make SFM buttons not appear rather than greyed out on the tablet when certain criteria are not met on the installed product (Work detail)?
If you can create additional SFM Wizards including only SFM Transaction in the Wizard Steps you want to display.
Then include the rules on when to show/display the wizard in "Criteria to Show Wizard".
Hope that helps.
The problem is that the criteria for the wizards has to be on the work order record but the critera that I have is actually on the work detail child record of the work order, because of this I have to have a hidden field such that I can use a workflow to update this, but I am fast running out of workflows allowed in this object.
You can add multiple "actions" to a single workflow
If you combine your workflows, it'll free up space AND be simpler to maintain/change in the future
Another thought, but might not be feasible depending on complexity of your show/hide requirements:
-Add in multiple "versions" of the SFM wizard that have different combinations of buttons available
-set the criteria for each wizard to only show up once, under the correct conditions
-give them similar names
This will make it "appear" that buttons are appearing/disappearing - when in reality it is just turning on/off very similar wizards
(if that makes sense...not sure i explained that too well)