Create User Initiated Workflows

You can create user initiated workflows for events that occur in various applications in Vision.

If you are planning to create an Insert/Associate type workflow and a Change type workflow that are similar, you should first create the Insert/Associate workflow. Then test it before you copy it to create a Change type workflow. If you create them the other way around, you will not be able to copy the Change type workflow. You would then need to manually re-create the conditions and actions for the Insert/Associate type workflow or contact Deltek Consulting Services for assistance.

To create a user initiated workflow, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Workflow > User Initiated Workflow.
2. On the User Initiated Workflow form, select the application for which you want to create a workflow.
3. In the User Initiated Workflows grid, create an event for the workflow.
4. If necessary, click Move Up or Move Down to move the event to where you want it in the event sequence. Events are executed based on the order in the grid.
5. In the Actions grid, click , select an action, and complete the fields on the dialog box that displays.

   The dialog box that you see depends on the action that you select. For example, if you select Email Alert, you then complete the fields on the Email Configuration dialog box.

6. Arrange actions on the Actions grid:

   Option	Description
   To move actions	Click Move Up or Move Down. Actions take place based on the order in the grid.
   To copy an existing action	Select the action and click Copy. You can then modify the action.
   To delete an existing action	Select the action and click Delete.
   If you want to remove an action but do not want to delete the action permanently	Clear the Active option for that action.

7. Click Save.