Scheduled Workflow Form
Use the Scheduled Workflow form to create scheduled workflows.
Location
To display the form, complete the following step:
Contents
Field | Description |
---|---|
Application | Select the application for which you want to create a workflow.
Approval Workflow is a choice in the Application field only if you have the Purchasing or Accounting module activated. Select Approval Workflow to view the scheduled alerts for approval workflows that are entered . The scheduled alerts are supervisor escalation alerts, reminder alerts, and past due alerts. Viewing the alerts here can be helpful for administrators who are troubleshooting any alert issues. Although you can view approval workflow alerts from Scheduled Workflow Configuration, you must create the approval workflow alerts in Approval Workflows Configuration. In Scheduled Workflow Configuration, you can also add advanced actions, such as stored procedures, functions, custom methods, and web services to the steps of approval workflows, which you cannot do in Approval Configuration. However, when you do this, if you ever need to edit the workflow steps again in Approval Workflows Configuration, you must complete additional steps to prevent the advanced actions from getting out of order and behaving in unexpected ways. For additional information, see Edit an Approval Workflow That Has Advanced Actions Added to It |
Approval Name | This field displays only when you select
Approval Workflow in the
Application field. From the drop-down list in this field select the name of a specific approval workflow that you want to view, or select
Assignment.
When you select a specific approval workflow, the past due alert for the approval workflow display in the Actions grid. This is the alert for the completion of the whole workflow, not the completion of individual steps within the workflow. When you select Assignment, the supervisor escalation alerts, reminder alerts, and past due alerts for an approval workflow step (assignment) for all the approval workflows that are entered in Approval Workflows Configuration display in the Actions grid. |
Scheduled Workflows Grid
Use the Scheduled Workflows grid to create the events for scheduled workflows. To view the actions associated with an existing event, select the event; the associated actions display in the Actions grid.
When you select Approval Workflow in the Application field and select an individual approval workflow or Assignment in the Approval Name field, the rows in this grid prefill with the alerts for the approval workflows that you entered in Approval Workflows Configuration. You can view the information for the approval workflows alerts, but you cannot edit them.
Actions Grid
Use the Actions grid to create the actions for workflows.
- When you select a specific approval workflow in the Approval Name field on this form, the rows in this grid prefill with the past due alert for the approval workflow that was entered in Approval Workflows Configuration ( ). This is the alert for the completion of the whole workflow, not the completion of individual steps within the workflow.
- When you select Assignment in the Approval Name field on this form, the rows in this grid prefill with the supervisor escalation alerts, reminder alerts, and past due alerts for the steps within an approval workflow that were entered in Approval Workflows Configuration. All the scheduled alerts will be grouped. For example, if a project manager has ten records that require a reminder alert, then one email will be sent with the ten records listed.
- Although you can make some changes to the alerts in this grid, Deltek recommends that you do not do this. Make any changes to approval workflows directly in Approval Workflows Configuration. When you make edits in Scheduled Workflows Configuration to rows that were originally entered in Approval Workflows Configuration, although these changes are implemented in Vision, the edits are not updated and displayed in Approval Workflows Configuration.
- You can use Insert on the Actions grid toolbar to add new actions, such as stored procedures, functions, custom methods, and web services to the approval workflow, which you cannot add in Approval Workflows Configuration.