Fields and Options
Use the Create Activities dialog box and related dialog boxes for workflow actions.
Related Topics:
- Create Activities Dialog Box (Workflows)
Use the Create Activities dialog box in Workflow Configuration to create an activity, such as schedule a meeting or arrange a phone call, that will be triggered when a workflow event occurs. - Email Configuration Dialog Box
Use the Email Configuration dialog box to set up a workflow action that will send an email message to a selected person when certain conditions occur. - Dashboard Configuration Dialog Box
Use the Dashboard Configuration dialog box to set up a workflow action that will send a dashboard message to a selected person when the conditions you specify for this workflow are met. - Column (Field) Change Configuration Dialog Box
Use the Column (Field) Change Configuration dialog box to indicate which field you want Vision to change when a workflow action is triggered, and the value in that field. - Stored Procedure Configuration Dialog Box
Use the Stored Procedure Configuration dialog box to set up Vision to execute a stored procedure on the Vision database. - 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. - Invoke Custom Method Configuration Dialog Box
The Invoke Custom Method action allows users to call a custom DLL. For example, you can use this action to modify your Vision database if it doesn't suit your company's needs. You can also use this action as a method of interacting with another outside application or system. - Web Service Configuration Dialog Box
The Invoke Web Service action allows you to invoke a specified Web service. A Web service is a way to call code located on a different machine via HTTP.
Parent Topic: Workflow Actions Overview