Create Actions

Actions such as send an email, change the value of a field, or disallow a deletion occur when all the conditions of an event take place.

Actions for both user-initiated and scheduled workflows are identical except that scheduled workflows cannot use the Validate Error or Validate Warning actions.

Keep in mind the following when creating actions:

You can create multiple actions for a workflow event. For example, when a new employee is added (event), then inform the supervisor and set up a meeting (actions).

The Invoke Custom Method and Invoke Web Server actions require knowledge about Web servers and/or the development of a Microsoft .NET assembly. If you do not have development experience, please contact the Deltek Customer Care group for assistance.

This topic covers the following processes:

To create an alert action:

On the Navigation menu, click Administration » Alerts.

Select either Scheduled Alerts or User-Initiated Alerts.

In the Area field, select an area type from the drop-down list.

In the Alerts grid (user-initiated or scheduled), select the row for which you want to add an action.

In the Actions grid, click Insert and select the desired action. See the Alerts Form for a description of the actions.

Perform the following tasks as needed:

Use the and arrows to arrange the actions in the correct order. Actions take place in the order in which you specify here.
To copy an existing action, select the action and click Copy. You can then modify the action, as needed.
To delete an existing action, select the action and click Delete. If you do not want to delete an action permanently, clear the active option for that action.