Question

Custom page in Aurena from Documents

  • 10 September 2022
  • 0 replies
  • 34 views

Userlevel 5
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  • Sidekick (Customer)
  • 107 replies

HI,

 

Document approvals in Aurena which displays the documents that are to be approved by a person .

The user is now clicking on the three dots to go to either approve or reject.

 

I need a small custom field or button on this Approval window where I can click on that a custom page will open and show the details of corresponding transactions ,

For example, if it is a customer order , then give total order value net , margin percent and payment terms, rest I will add it.

In case of object is business opportunity it should display the opportunity value and salesman.

Wondering if this is possible.


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