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Replace workflow actions dropdown with buttons

TejasShah
Archer Employee
Archer Employee

A client recently asked for having the Actions dropdown in AWF enrolled records to be replaced with buttons, and hiding the Edit/View buttons. I saw some examples of hiding buttons in earlier forum articles and incorporated the ideas into creating a script that hides the Edit/View button, hides the Actions dropdown, and puts buttons onto the screen based on the workflow status. Special thanks to @ThemistoclesC  for providing the basis of getting this to work.

A few notes about the script:

1. The workflow status field needs to be a text type for the conditional logic to work, so I created a text field and calculated it from a status values list

2. The text field must be visible on the layout somewhere

3. The section where the custom object is placed should be hidden through a conditional layout rule/action to prevent the buttons from appearing elsewhere on the record

4. Use a browser Inspector tool to obtain the onclick events that are needed for the workflow action nodes

The attached script is provided as-is and needs to be customized based on the target environment, field IDs, etc. It worked for my client on-prem in version 2024.08 but will need adjustments to work elsewhere.

Update 10/10/2024 - Added another script that allows for controlling button display based on workflow action node checks instead of using a status field.

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