Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Workflow Settings

Use workflows to specify conditions for which you want to be alerted. Use the related Numbering options to view the current formats for your firm's record identification numbers and to set up automatic numbering for records.

There are different types of workflows:

Workflow type Purpose
User initiated These workflows are triggered when a user adds, changes, or deletes a record or a portion of a record.
Scheduled These workflows are database queries that run at regular intervals via the process server. They are triggered when user-defined conditions are met.
Approval These workflows identify the steps, approvers, and alerts for approving certain items, such as timesheets and expense reports.
Web services These workflows are created by your organization and triggered when a user saves, approves, or routes a record.

You can create workflows for both standard and user-defined fields and grids.

Workflows and Hubs

When you create a workflow, you determine whether you want it to apply to an entire record or to only a part of the record. For example, you can create a workflow alert that is generated when a contact is associated with a project record in the Projects hub.

Workflow Events and Actions

The User Initiated Workflow form and Scheduled Workflow form each consist of two grids, Workflows and Actions:
  • Use the Workflows grid to assign one or more events to the selected application.
  • Then use the Actions grid to assign an action to each workflow event.

For both events and actions, you can specify detailed conditions that determine when the event or action is fired and what parameters are required.

Workflows and Multiple Languages

If your firm uses multiple languages, a Languages lookup displays on the Actions grid. This lookup displays the languages that the system administrator has enabled. Use this lookup to select the language for this workflow; only employees with the same language receive the message. If the field is blank, all employees receive the message.

For example, if an email alert is set up for English US and English UK, then only employees who have English US or English UK specified in the Language field in the Employees hub receive that message. If Spanish-speaking employees should receive a message in Spanish, the administrator must set up a separate alert rule for them.

The Language field displays <languages selected> if any languages are selected.

Workflows and Multiple Companies

If you use multiple companies, the scheduled and user-initiated workflows include field options and operators that provide access to all companies, including the home company. See the Concepts section of the help for more information.

Automatic Numbering

Use automatic numbering to automatically generate an identification number for new records created for hubs, organizations, labor codes, and in User Defined Components. You can define the structure of the identification numbers to match your business requirements. You enable automatic numbering on the Numbering form in Settings > Workflow > Numbering.