VMS Sync Submittals for Jobscience Button Creation

In order to use VMS Sync Submittals, you will need to create the button that will be used to trigger the feature.

  1. Navigate to Setup > Object Manager.
  2. Select the object you would like to add the VMS Submittals button to (EX: Job)
  3. Click Buttons Links and Actions > New Action.
  4. In the New Action screen, fill out the following information:
    • Action Type: Lightning Component
    • Lightning Component: VMSSNC:VMSApplication
    • Label: VMS Submittal
    • Name: Enter a name for the button (EX: "VMS_Submittal")
  5. Click Save.

Next Steps

Now that you have your VMS Sync Submittals created, you will need to add it to a page layout in order to use it. For details, see Add Action to VMS Sync Submittals for Jobscience.