Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Types of Workflow Actions

Workflow actions occur when all the conditions of a workflow take place. You can create an action, such as a validate error or create activity action, for each selected workflow event.

Types of workflow actions:

Validate Error Action: Use the Validate Error action to prevent inconsistent data from being saved. If the validation fails, an error displays and the user cannot continue. Use this action when you want users to conform to the business rules of your enterprise. This action is only available for user initiated workflows.

Validate Warning Action: Use the Validate Warning action to warn a user that they might be entering inconsistent data or to indicate that additional information might be required. This action is only available for user initiated workflows.

Email Alert Action: Use the Email Alert action to create a workflow that sends an email message to a selected person or group when the conditions that you specify for the workflow are met. You can create these actions for user initiated workflows or scheduled workflows.

Notification Center Alert Action: You can create a workflow that sends a notification to a selected person or group when the conditions that you specify for the workflow are met. You can create these actions for user-initiated workflows or scheduled workflows.

Column (Field) Change Action: 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.

Create Activity Action: Use the Create Activity action to create an activity, such as schedule a meeting or arrange a phone call, when a workflow event occurs. You can create these actions for user initiated workflows or scheduled workflows.

Stored Procedure Action: Use this action to execute a stored procedure on the Vantagepoint database. You can execute custom SQL against the Vantagepoint database without having to write code to deploy via the Invoke Custom Method. You can create these actions for user initiated workflows or scheduled workflows.

Function Action: Use the Function action to "call" Vantagepoint methods to do specific tasks, such as Create Project from Promotional Project. You can then use the Function Configuration dialog box to specify parameters. You can create these actions for user initiated workflows or scheduled workflows.

Web Service Action: Use the Web Service action to call a third-party Web service. For example, use this action when the code needs to update a database that is not accessible from the Vantagepoint application server. You can create these actions for user-initiated workflows or scheduled workflows.

Webhook Action: Use the webhook action to call a third-party web service. For example, use this action to update a database that is not accessible from the Vantagepoint application server. You can create these actions for user initiated workflows or scheduled workflows.