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

Types of Workflows

You can create different types of workflows to match your business requirements and the conditions for which you want to be alerted.

These are the standard 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.
Application These workflows use a stored procedure or send a webhook action to run before an established Vantagepoint process or transaction.

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