Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Create a Column (Field) Change Action

Use the Column (Field) Change action to specify which column, or field, you want Vantagepoint to change when a workflow action is triggered. You can create these actions for user initiated workflows or scheduled workflows.

For example, you can establish a workflow that runs every time that a project's stage changes from an in pursuit stage to a won stage. When the change to the project stage occurs, you can have the information in the Close Date field updated to today's date.

To create a column (field) change action:

  1. In the Navigation pane, select Settings > Workflow > User Initiated Workflows or select Settings > Workflow > Scheduled Workflows.
  2. On the User Initiated Workflows form or Scheduled Workflows form, use the drop-down list in the header field to select the hub or other area, such as employees or billing terms.
  3. In the Workflows grid (or Scheduled Workflows grid), select the workflow row (event) to which you want to add the action.
  4. In the Actions grid, click Add Action > Column (Field) Change.
  5. From the Column field drop-down list on the Column Change Configuration dialog box, select the column that you are changing.
  6. Select one of the following actions:
    • In the New Value field, enter the new name for the column (field).
    • Select the Empty Field option to indicate that the new value in the column be changed to Null (or to zero if it is a numeric column).
  7. Optional: To specify an expression for the column, click in the New Value SQL Expression field and complete the Expression Builder fields.
  8. Optional: For Projects hub workflows, for columns in the PR and ProjectCustomTabFields tables, you can use the Apply change to lower WBS levels option to have all lower-level WBS records receive the same value for the column being updated.
    • For projects, all phases and tasks get this value.
    • For phases, all tasks for the phases get this value.
    • For tasks, this has no effect.
  9. Click Save.
    The action that you created is now listed in the Actions grid of the User Initiated Workflows form or Scheduled Workflows form.