Web Services Workflow Form

Use the Web Services Workflow form to create Web Services workflows.

If you want to add a button to call the Web Service, see c_CF_Screen_Designer_Working_with_Workflows.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Configuration > Workflow > Web Services.

Contents

Field	Description
Web Services Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to insert a Web Service on the grid.
Delete	Highlight a grid row and click this option to remove the Web Service from the grid.
Application	From the drop-down list, select the application for which you want to create a workflow.
Order	Enter a numeric value to reflect the order in which the Web service is called per application area.
Description	Enter a description of the Web service.
Web Service Location	Click and use the lookup to select the location of the Web Service. This is the URL (WSDL file location) for the Web Service you want to invoke.
Web Service Method	Use this drop-down list field to select the method for the Web Service to be called. The settings available for this option depend on the Web Service Location that you select. If you have Vision installed in the cloud (meaning that you use Deltek First Vision Essentials) and you are configuring timesheet validation using a stored procedure named Custom_TimeSheetValidation, you must enter the following in the Web Service Method field: DeltekVisionOpenAPIWebService.Custom_TimesheetValidation. For more information, see the "Extending Data Validation Business Logic for Timesheets" section of the Deltek VisionXtend Web Services and APIs for Deltek Vision guide.