Function Action for Workflows
The Function action allows you to "call" GovWin Capture Management methods to do specific tasks, such as Create Contract from Opportunity. You can then use the Function Configuration dialog box to specify parameters.
Each parameter may be a string value, in which case it will be passed in as is. The parameter may be a column placeholder selected from the drop-down menu, such as [EM.FirstName]. The placeholder may also be a combination of the two, with all placeholders replaced with values. If you enter "[EM.Last.Name], [EM.FirstName]" at run time, the value would be something like Apple, William.
The methods currently available are:
- Create Contract from Opportunity
- Create Promotional Contract from Opportunity
- Create Contract from Existing Contract
- Create Contract from Promotional Contract
- Create Contract from Template