Add Action From Lightning Pages to VMS Sync Submittals for Jobscience

To take advantage of the features mentioned in this documentation, your Org needs to be using version 7.16 or newer. See Release Notes for more details about which features were introduced in each release. If you would like to upgrade to the current release, contact Bullhorn for Salesforce Support.

One way you can add the VMS Submittal button action is through the Lightning Pages/Layouts.

Caution: Your Lighting Record Page must be set up with Dynamic Actions/Buttons in order to utilize this step. If it is not, you can choose to move forward in one of the following ways:

Set up dynamic actions before moving forward. For details, see the Salesforce article Create Dynamic Actions in Lightning App Builder.
Add custom actions through Page Layouts. For details, see Add Action From Page Layout to VMS Sync Submittals for Jobscience.

Navigate to Setup > Object Manager > Job > Lightning Record Pages.
Select the desired lightning record page (EX: Job 2 Column).
Click Edit.
In the Lightning App Builder, select the Highlights Panel.
Click Add Action.
Enter “VMS” or “Submit” and click Done
Drag button to desired location on page.
Click Save.

The button is now visible on the record!

Best Practice: Reload the page to make sure the button appears on the record. If it doesn't, try selecting different layout or add the button to the current layout to ensure it's visible.

Next Steps

Now that you have the button visble on the page, you will need to add the correct fields to the Job object. For details, see Add Fields To Job Object for VMS Sync Submittals for Jobscience.