How to... Create an action for the selected workflow event. Related Topics:Create a 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 available only for user initiated workflows. Create a 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 available only for user initiated workflows. Create a 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. Create an 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. Create a 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 a 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. Create Activity Action for Workflows Use the Create Activity action to create an activity, such as schedule a meeting or arrange a phone call, when a workflow event occurs. Create a Stored Procedure Action Use this action to execute a stored procedure on the Vantagepoint database. You can execute custom SQL against the Vantagepoint database. You can create these actions for user initiated workflows, scheduled workflows, or application workflows. Create a Webhook Action Use the webhook action to call a third-party web service. You can create these actions for user initiated, scheduled, or application workflows. Create a 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. Parent Topic: Workflow Actions HomeDeltek Vantagepoint HelpSettingsWorkflow Settings Workflow Actions How to...
How to... Create an action for the selected workflow event. Related Topics:Create a 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 available only for user initiated workflows. Create a 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 available only for user initiated workflows. Create a 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. Create an 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. Create a 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 a 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. Create Activity Action for Workflows Use the Create Activity action to create an activity, such as schedule a meeting or arrange a phone call, when a workflow event occurs. Create a Stored Procedure Action Use this action to execute a stored procedure on the Vantagepoint database. You can execute custom SQL against the Vantagepoint database. You can create these actions for user initiated workflows, scheduled workflows, or application workflows. Create a Webhook Action Use the webhook action to call a third-party web service. You can create these actions for user initiated, scheduled, or application workflows. Create a 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. Parent Topic: Workflow Actions HomeDeltek Vantagepoint HelpSettingsWorkflow Settings Workflow Actions How to...