Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Edit an Approval Workflow that has Advanced Actions

Use caution when you edit an approval workflow that has advanced actions added to it via User Initiated Workflows or Scheduled Workflows.

In User Initiated and Scheduled Workflows, you can add advanced actions to an approval workflow that you cannot add via Approval Workflows Settings. Advanced actions are stored procedures, functions, custom methods, and web services. The advanced actions for an approval workflow do not display in Approval Workflows Settings.

After you add an advanced action to an approval workflow, if you want to edit the approval workflow in Approval Workflows Settings, you must follow additional steps to prevent the advanced actions from getting out of order and behaving in unexpected ways:

To edit an approval workflow that has advanced actions added to it:

  1. On the Navigation menu, click Settings > Workflow > User Initiated Workflows or Scheduled Workflows in the desktop application.
  2. In the Application field, select Approval Workflow.
  3. In the Approval Name field, select the approval workflow that you want to edit.
  4. In the Actions grid, clear the Active check box for any advanced actions to deactivate them.
  5. Click Save.
  6. On the Navigation menu, click Settings > Workflow > Approval Workflows.
  7. In the Search field, select the approval workflow that you edited in User Initiated or Scheduled Workflows.
  8. On the Workflow tab, edit the workflow.
    If there are in-progress approvals for the workflow, you must be an administrator for the workflow, and an Edit Workflow button displays in the upper left corner of the tab. Click it to edit the approval steps and actions.
  9. Click Save to save and restart the workflow.
  10. On the Navigation menu, click Settings > Workflow > User Initiated Workflows or Scheduled Workflows.
  11. Open the approval workflow that you have been editing.
  12. Make corrections to the advanced actions that you previously deactivated and then click the Active check box to reactivate them.
  13. Click Save.