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 value in the
Close Date field updated to today's date.
To create a column (field) change action:
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In the Navigation pane, select
or select
.
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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.
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In the Workflows grid (or Scheduled Workflows grid), select the workflow row (event) to which you want to add the action.
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In the Actions grid, click
.
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From the
Column field drop-down list on the Column Change Configuration dialog box, select the column that you are changing.
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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).
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Optional: To specify an expression for the column, click
in the
New Value SQL Expression field and complete the Expression Builder fields.
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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.
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Click
Save.
The action that you created is now listed in the Actions grid of the User Initiated Workflows form or Scheduled Workflows form.