Fields and Options
Use the Email Configuration, Notification Creation, and Create Activities dialog boxes, as well as related dialog boxes, to specify settings for workflow actions.
- Related Topics:
- Email Configuration Dialog Box
Use the Email Configuration dialog box to set up a workflow action that will send an email message to a selected person or to a group of people when certain conditions occur. - Notification Configuration Dialog Box
Use the Notification Configuration dialog box to set up a workflow action that will send a notification message to a selected person or to a group when the conditions that you specify for the workflow are met. - Column (Field) Change Configuration Dialog Box
Use the Column (Field) Change Configuration dialog box to indicate which field you want Vantagepoint to change when a workflow action is triggered, and the value in that field. - Activities Dialog Box (Workflows)
Use the Activities dialog box in Workflow Settings to create an activity, such as schedule a meeting or arrange a phone call, that will be triggered when a workflow event occurs. - Stored Procedure Configuration Dialog Box
Use the Stored Procedure Configuration dialog box to set up Vantagepoint to execute a stored procedure on the Vantagepoint database. - Function Configuration Dialog Box
Use the Function Configuration dialog box to set up Vantagepoint to "call" Vantagepoint methods to do specific tasks, such as creating a project from an existing project. - Web Service Configuration Dialog Box
The Invoke Web Service action allows you to invoke a specified Web service. A Web service is a way to call code located on a different machine via HTTP. - Insert Field Dialog Box
Use the Insert Fields dialog box to insert placeholders for the text fields that you want to include in the notification. These placeholders will be replaced with the actual information from the selected records when the notification is sent.
Parent Topic: Workflow Actions