Yes, a new button with bulk edit switched on, or what I usually do is create a new dropdown called “workflow_actions” or similar, and have some options in the drop down like “dispatch to customer”.
This way my team can double click on this field from the list view and trigger the Workflow on a single entry really quickly (or bulk edit to manage many at once).
In this instance I’ve actually learned a new “Special ability” of Workflows just the other day which has worked really well this time:
Create a Workflow to run on the Contracts/Invoices/Quotes module.
Setup whatever trigger conditions you need.
Insert a “Modify Record” event…
Change “Record Type” to “Line Items : Product Quotes”
Modify field or create relationship as desired (e.g. a check box to mark line item as dispatched)
The “special ability” I just learned is that the above will update EVERY LINE ITEM within that contract/quote/invoice.
I previously believed the “Modify Record” function could only modify the single record that the workflow was triggered by.
Sorry if it reads like a massive hack to a proper developer but I can only just about read and edit code and I’m not skilled enough to develop slick functions so I rely heavily on the Workflow modules, which usually does everything I need.