Hi! I have two records with different record actions in separated process models (create purchase order vs create invoice). In this case, I would like to be able to initiate the process of invoice creation based on the purchase order data (id, supplier, and other data passed automatically to the create invoice interface)
My trouble here is that I need to do this from the summary view for each purchase order ID (until now I had a different action in each record view). I was thinking about creating a button in the summary view, but I don´t know how to pass the variables in a correct way or the best practice here. Which options do you recommend? Creating a button and link it to the proccess model to create the invoice? Create a related action?
My process steps would be something like this:
1) User clicks in the summary view of the purchase order
2) In the summary view, there should appear a button to make an invoice with the PO data
3) The data collected should flow to the user input task to create a new invoice. Until now, I was filling the interface text fields manually
My process model to create the invoice starts with the "Create New Invoice" interface, so I´m not sure about how to connect the data in this case:
Any help would be useful. Thanks a lot!
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