Asset Manager is a simple formula field that enables the creation of an order header which in turn is used as a container to manage a customer's assets without a proposal.
Click Setup > Create > Objects.
Select the Account object and go to the Custom Fields & Relationships related list.
Create a new formula field with the label Asset Manager and Text as Return Type.
In the advanced formula editor, enter the query string with the following parameters.
HYPERLINK("/apex/Apttus_Config2__AccountOrderCreate?id=" & Id & "&method=csrFlow&flow=csrFlow&priceListId=<pricelistid>&launchState=assets&autoFinalize=true&activateOrder=true&retId=" & Id , IMAGE("", "Asset Manager"),"_self")
CODE
In the above formula, replace <pricelistid> with the ID of your desired Price List. For the flow parameter, specify the name of the Flow that you have defined in the Flow Settings. To support this button across different Price Lists, you must create separate buttons for each Price List.
Click Save.
To enable the Contract Flow
Go to Setup > Build > Customize > Develop > Custom Settings > Comply System Properties > Manage.
Click Edit next to System Properties.
Search for Auto Create Order checkbox and select it. For more information, see Comply System Properties section in Configuring Custom Settings.
Click Save.
We recommend you to refrain from enabling Auto Activate Order from Comply System Properties as well as Proposal System Properties, simultaneously.
