User Initiated Workflow Examples

If you are new to user initiated workflows, you may find it helpful to review examples before you begin.

Workflow	Event	Action
The conversion of pending opportunities to awarded contracts	The status of an opportunity changes from Pending to Awarded.	Update the Close Date field to today's date. Distribute an email message to key personnel that includes details of the award. Create an activity linked to the opportunity with a reminder to forward the contract to accounting.
Employee status change	The status of an employee changes from Active to Terminated.	Populate the Termination Date field with the current date.
New Employees hub Record procedures	A new employee record is added.	Notify interested managers via an email message. Create an initial meeting for the new employee.
Effects of a project's status on its phases and tasks	The status of a project changes to Dormant.	Change the status of the phases and tasks related to that project to Dormant.
Address change warning	The name of the city and state for an address changes, but no change is made in the Zip code field.	Send the user a warning message to state that unless the ZIP code is changed the record cannot be saved.
Create new project from opportunity	The closed date of an opportunity has changed and the closed date is not empty (it was blank but now it is filled in).	Create a new project for the current opportunity.
Synchronizing third party Human Resources system The third-party system is located behind a firewall and has the following Web service methods: AddEmployee, UpdateEmployee, and DeleteEmployee. Configure a workflow to call AddEmployee when a new employee record is added. The arguments to AddEmployee are configured (via Expression Builder) to pass in the appropriate values.	A new employee record is added in Deltek.	Update the third-party Human Resources system.