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 the conditions that you specify are met. - 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 group when the conditions that you specify for the workflow are met. - Column Change Configuration Dialog Box
Use this dialog box to specify a field that you want Vantagepoint to change when a workflow action is triggered, and the value in that field. - Expression Builder Dialog Box
Use this dialog box to build a simple or complex SQL expression to determine the column change when you add a Column (Field) Change action to a workflow item in User Initiated Workflows or Scheduled Workflows. - 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 new project from an existing project. - Webhook Dialog Box
Use the Webhook action to call third-party REST endpoints for user-initiated and scheduled workflows. The webhook contains the URL to call, the data information to send, and the timeout and retry settings for the call. These calls can authenticate to the endpoint via a username and password, public and secret key, or both. - 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 a notification. These placeholders will be replaced with the actual information from the selected records when the notification is sent.
Parent Topic: Workflow Actions