Use this subtask to define detail activity information. You can schedule a Costpoint function or Windows executable to launch when the activity starts, define the routing (to activity inboxes or e-mail) that takes place when the activity starts, and define the routing that takes place when the activity is completed.
The Activity pushbutton will be active when the selected item in the Activities list box is an activity (without options); otherwise, the Activity pushbutton will be inactive. You must first add activities to the list box using the New pushbutton.
This non-editable field displays the current workflow name.
Enter up to 50 alphanumeric characters for Activity, which is a required field. You can use any meaningful name to summarize the action performed to complete this activity. The activity name you entered in the New dialog box of the Define Workflow Models screen will be displayed here, but can be changed.
This non-editable field displays the name of the different kinds of activities used in Workflows. Activity types include "Costpoint Triggers," "Deltek Defined," and "User-Defined."
"Costpoint Triggers" activities are defined by Deltek and are used in the "Costpoint Triggers" Workflows.
"Deltek Defined" activities are predefined and are used in the "Deltek Defined" Workflows.
Any activities set up by users are considered "User-Defined."
Select this checkbox to indicate whether the activity is required. If an activity is required, the activity must be completed before an in-progress workflow case can be considered complete. If an activity is not required, you can consider an in-progress workflow case completed before completing this activity.
Select this radio button if no activity is to be launched.
Select this radio button if this activity is a Costpoint function. This selection will enable the Module and Function fields and disable the .EXE File and .EXE Arguments fields.
Select this radio button to launch an executable outside of Costpoint. This selection will enable the .EXE File and .EXE Arguments fields and will disable the Module and Function fields.
From the drop-down box, select the Costpoint module associated with the activity. If you enter a Function, you must enter an application from this Costpoint module. Choose "None" if you do not wish to associate the activity with a Costpoint module and function.
Function identifies which Costpoint application you want the workflow to launch when starting this option. You can enter either the function title (in the field on the left) or the function ID (in the field on the right).
Enter up to 60 alphanumeric characters for the function title (i.e., the screen name). If you enter a function title, the Module field and function ID field (the untitled field to the right) will be populated with corresponding values. You can use Lookup to review the available Costpoint functions.
Enter up to eight alphanumeric characters for function ID (such as "GLRBUDG" for the Print G/L Budgets screen). If you enter a function ID, the Module and Function fields will be populated with corresponding values. You can use Lookup to review the available Costpoint functions.
Costpoint functions may be populated with data when launched. If you enter one of these functions here, you will be prompted to add the related labels to the Case subtask when you save this screen.
Use this pushbutton with the .EXE File and .EXE Arguments fields.
Use the Select pushbutton to view existing .EXE files within your system. Use this function to associate the selected executable with a Workflow activity.
An .EXE argument can be either a file or a parameter used with the selected .EXE file. If the argument is a file, you can use the Select pushbutton to view existing files (*.doc, *.txt) in your system.
Enter up to 254 alphanumeric characters for Instructions, which is not a required field. Enter any meaningful text to describe to other users how to complete this activity.
Enter a number of hours that you estimate it will take to complete the activity. For example, enter "1.5" for an expected duration of one hour and 30 minutes. The maximum number you can enter is "9,999.9."
Enter a number of additional hours, if any, that will be allowed for completion of the activity. For example, enter "1.5" to allow an additional one hour and 30 minutes. The maximum number you can enter is "9,999.9."
Enter, or use Lookup to select, the workflow role for this activity. When this activity exceeds the total number of hours in both the Expected Duration __ Hrs and Addtl Time Allowed __ Hrs fields, all users linked to this role will be notified. Roles are defined and linked to user IDs in the Define Roles screen.
When a workflow case is in progress, activities will be routed to activity inboxes (and e-mail if available) to alert users to complete the activities. If you enter a role, the activity will be routed when the prerequisites for the activity are completed.
Enter up to 15 alphanumeric characters for Role, which is not a required field. When a workflow case is in-progress, the activity will be routed to the role you enter here when it is time to complete this activity within the workflow sequence. It will display in the activity inboxes of the users associated with this role. You can use Lookup if you need to review the available roles.
This field displays the filter associated with the role. If there is a filter, you will be reminded to add the filter to the Case subtask when you save this screen.
If you add the filter to the case labels, the routing of the activity may be limited to a set of users within the role. The activity will be routed to users associated with the filter value corresponding to the case label value for the workflow case. If there is no filter value related to the value of the case label or there are no users associated with the filter value, the activity will be routed to the entire role.
Enter a number, 1 through 100, for Priority (1 = highest priority and 100 = lowest priority), which is not a required field. Priority should indicate the importance of this activity in relation to other activities defined for this or other workflows. The priority will be displayed alongside the activity in activity inboxes and should help the user know when to complete the activity.
When a workflow case is in progress, messages may be routed to message inboxes (or e-mail, if available) to notify users that an activity has been completed. If you enter roles, messages will be routed to the users within the roles to notify them when this activity is completed.
Enter up to 15 alphanumeric characters for this required field. When a workflow case is in progress, this activity will be routed to the role you enter here when this activity is completed. It will display in the message inboxes of the users associated with this role. You can use Lookup if you need to review the available roles.
This non-editable field displays the filter associated with the role. If there is a filter, you will be reminded to add the filter to the Case subtask when you save this screen.
If you add the filter to the case labels, the routing of the message may be limited to a set of users within the role. The message will be routed to users associated with the filter value corresponding to the case label value for the workflow case. If there is no filter value related to the value of the case label or there are no users associated with the filter value, the message will be routed to the entire role.
Enter a number, 1 through 100, for Priority (1 = highest priority and 100 = lowest priority), which is not a required field. Priority should indicate the importance of this message as related to other activities defined for this or other workflows. The priority will be displayed alongside the message in message inboxes. The priority lets the reader know which messages to read first.