Create Application Workflows

Create an application workflow to configure a stored procedure or send a webhook action to run before an established Vantagepoint process or transaction.

To create an application workflow:

1. In the Navigation pane, select Settings > Workflow > Application Workflows.
2. On the Application Workflow form, use the Area option to select the application for which you want to create a workflow.
3. To create a workflow event, click +Add Workflow below the Workflows grid and complete the following actions:
   1. In Workflow Type, select the workflow type. Select Before Start workflow to perform a data validation on a transaction before it is posted to the database. Or, select After Completion to run the workflow after the posting routine is complete. Note that you must make sure all necessary validations are done before posting and you cannot roll back a posted transaction.
   2. Select Active to indicate that the workflow is active for the transaction posting. When selected, the configured actions are triggered before posting begins. To disable an event temporarily but not delete it, clear the Active option.
   3. In Description, enter a short description for the workflow.
4. To create one or more actions for the workflow, in the Actions grid, use the Add Action drop-down list to select an action to add to the workflow and then complete the actions listed below.

   The dialog box that is displayed depends on the action that you select. For example, if you select Stored Procedure, you then complete the Stored Procedure Configuration dialog box.
   1. Complete the fields and options on the dialog box and click Apply.
      The name of the action displays in the Action column in the Actions grid.
   2. Select Active to indicate that the action is active. To disable an action temporarily but not delete it, clear the Active option.
   3. In Description, enter a short description for the action.
   4. After you finish creating actions, drag and drop rows in the Actions grid to specify the sequence in which the actions are executed.
5. To print a workflow report that describes the information you entered for a workflow event, action, and associated description:
   • For the current workflow, click the Print Workflow button on the Workflows grid.
   • For all workflows that are entered for the application area, click Print All Workflows on the Actions bar.
6. Click Save.