Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

User Initiated Workflow Examples

If you are new to user initiated workflows, you may find it helpful to review examples of workflows and their corresponding events and actions.

Workflow Event Action
Project stage change The stage of a project changes from an in pursuit stage to a won stage. Update the Close Date field to today's date.

Distribute an email message to key personnel that includes details of the award.

Create an activity linked to the project with a reminder to forward the contract to accounting.

Employee status change The status of an employee changes from Active to Terminated. Populate the Termination Date field with the current date.
New Employees hub Record procedures A new employee record is added. Notify interested managers via an email message.

Create an initial meeting for the new employee.

Effects of a project's status on its phases and tasks The status of a project changes to Dormant. Change the status of the phases and tasks related to that project to Dormant.
Address change warning The name of the city and state for an address changes, but no change is made in the Zip code field. Send the user a warning message to state that unless the ZIP code is changed the record cannot be saved.
Synchronizing third party Human Resources system

A new employee record is added in Vantagepoint.

Update the third-party Human Resources system.

Related notes: The third-party system is located behind a firewall and has the following Web service methods: AddEmployee, UpdateEmployee, and DeleteEmployee. Configure a workflow to call AddEmployee when a new employee record is added. The arguments to AddEmployee are configured (via Expression Builder) to pass in the appropriate values.