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

Contents of the Conditions Dialog Box (User Initiated Workflows)

Use the fields and options to specify the conditions under which an action will take place.

Field Description
Column

This field lists all the columns (fields) in the hub that you selected. Select the field to which you want to apply the workflow condition. Project Summary columns are also included in this list.

Operator

Select the appropriate operator for the workflow condition. For example, if you are creating a workflow for your employees' tenth anniversary, select equals in this field and set the Value option to 10. Or, if you want to be alerted when fields that were empty now contain information, select not empty in this field.

If you selected a date column in the Column field, additional date operators such as Month is, This Week, and Last Days are available.

  • The date operators that begin with "in" (such as In Months) trigger the workflow one time, x days (or weeks, or months) before that date. For example, an alert is sent once when the Project Estimated Completion is in exactly 30 days.
  • The date operators that end with "ago" (such as Weeks Ago) trigger the workflow one time, x weeks (or days, or months) after that date. For example, an alert is sent once exactly two weeks after the Project Estimated Completion has passed.
  • The date operators that begin with "Next" and "Last" (such as Next Days, Last Month) cause an alert to be sent every time that the workflow process fires. For example, an alert is sent to the user daily when the Project Estimated Completion date is within the next 30 days. The email messages are sent every day until the Project Estimated Completion date is reached or you change the date to one outside of the range specified.
Value

Use this field in conjunction with the Operator field to set the condition. Choices available here depend on the column that you selected. For example, if you set the Column option to HireDate, this field contains a pop-up calendar from which you can select a date. Or, if you select EM.Vendor, this field contains the Vendor lookup list.

In some cases, you enter the value directly.

If you set the Operator option to empty, not empty, has changed, or has not changed, this field is not applicable.

Expression

Click in this field to open the Expression Builder dialog box, on which you can create a SQL expression for the condition. Use a SQL expression when a basic condition (using a field, operator, and value) is not sufficient for the event.

AND/OR

Use this field to define the conditions further. If you must use a mix of ANDs and ORs in your condition, it is important to note that ANDs take precedence and will be evaluated before ORs. Deltek recommends that you select either all ANDs or all ORs in these fields.