Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Create a Function Action

Use the Function action to "call" Vantagepoint methods to do specific tasks, such as Create Project from Promotional Project. You can then use the Function Configuration dialog box to specify parameters. You can create these actions for user initiated workflows or scheduled workflows.

Each parameter can be a string value, in which case it will be passed in as is. The parameter can be a column placeholder selected from the drop-down menu, such as [EM.FirstName]. The placeholder can also be a combination of the two, and the placeholders will be replaced with values when the action triggers. For example, if you specified "[EM.Last.Name], [EM.FirstName]" then, at run time, the value would be something like Garcia, Olivia.

The methods currently available are:

  • Create Project from Existing Project
  • Create Project from Promotional Project
  • Create Project from Template

To create a function 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 > Function.
  5. Use the Method field on the Function Configuration dialog box to select the function, such as Create Project from Template.
  6. Under Arguments, set name-value pairs for each argument in the function.
  7. If the stored procedure should be called only after all the user's changes are saved, select the Invoke after all changes are saved option.
    If you do not select this option, the action runs after the main workflow table has been saved, but before any of the grid tables have been processed.
  8. Click Save.
    The action that you created is now listed in the Actions grid of the User Initiated Workflows form or Scheduled Workflows form.