Function Configuration Dialog Box
Use the Function Configuration dialog box to set up Vision to "call" Vision methods to do specific tasks, such as Create Project from Opportunity.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click , then select the type of workflow you want to create.
- In the Workflows grid, select the workflow row (event) to which you want to add the action.
- In the Actions grid, click Insert and select Function.