User Initiated Workflow Overview

User initiated workflows let you specify conditions in Info Center applications for which you want to be alerted or after which you want an automatic process to run. With user initiated workflows, you can automate a process each time a specific event takes place.

An "event" is when someone adds, changes, or deletes a record or a portion of a record. After an event takes place, Vision performs an action based on the conditions you set, such as sending an email alert, changing the value of a column, creating an activity, or invoking a Web service.

Both the event and the action can have zero or more conditions (except for the Validate Error and Validate Warning actions, which must have at least one condition).

• If the conditions of the event are not met, none of the actions for the event take place.
• If the conditions of the event are met, Vision evaluates the conditions of each action to determine whether or not that action takes place.

An event can have multiple actions associated with it. For example, you can create a workflow that states that when you add a new employee (event), Vision sends an email message to the manager (action) and sets up a lunch meeting (action).

You can create workflows for both standard and user-defined fields and grids. In Workflows the word "column" is synonymous with "field."

Deltek recommends that you review all conceptual and procedural information about workflows before you begin.