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.
- User Initiated
- Scheduled
- Application
- Approval
- Web Services
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
- 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
.- Related Topics:
- Workflow Basics
If you are new to workflows, you may find it helpful to review these different configuration and best practice recommendations before you begin. - User Initiated Workflows
When you set up user initiated workflows, you specify conditions so that certain events automatically trigger related actions, such as sending an alert or running a process. The events that you specify may occur in the hubs or in other applications. You set up user initiated workflows in Workflow Settings. - Scheduled Workflows
Scheduled workflows allow you to create queries that run at regular intervals via the process server. If an event occurs that meets the conditions you specify, Vantagepoint performs an action such as sending an email alert, changing the value of a column, or initiating an activity. - Application Workflows
Use the Application Workflow to configure a stored procedure or send a webhook action to run before an established Vantagepoint process or transaction. - Workflow Actions
Workflow actions occur before, during, or after an event according to the workflow type. The workflow type determines when the actions are run. - Workflow Process Examples
The Workflow Process Examples provide overviews for key workflow functions. The bypass validation example is useful when a workflow will bypass any business rules and system validations that are programmed in Vantagepoint. - Web Services
Vantagepoint's open architecture supports the ability to create interfaces between applications. These interfaces, also called "Web Services," offer the flexibility to automate processes, either as standard Vantagepoint-supported extensions or through the creation of custom applications that plug into Vantagepoint. You can also create workflows based on Web services. - Numbering
In Workflow Settings, you can view the current formats for your record identification numbers and set up auto numbering for records. You can also define number structures to match your business requirements for key formats, such as employee, project, and account numbers.