Update WBS1 based on Value in WBS2

A forum for User Initated & Scheduled Workflows
mhartwell
Posts: 4
Joined: Mon Nov 05, 2012 9:26 am
Deltek Vision Version: 6.1
Number of Employees: 300
Company Position: Applications Program Manager
Vision Modules: Time, Expense, Accounting
Number of Offices: 0
Year Vision Installed: 2004

Update WBS1 based on Value in WBS2

Postby mhartwell » Mon Nov 05, 2012 11:13 am

I have a custom field "Field1" that applies to the WBS2 level (Type). I want to use this field to update the Status field on a Project record. I am thinking of doing it this way: on WBS2, if Field1 = A, then set Status = Active; if Field1 = B, then set Status = Inactive. I'm able to do this by creating a user initiated workflow that runs at the Type level. Next, I want to update WBS1 Status based on the value of Status on WBS2 Status. For example, if all WBS2 levels are Inactive, set WBS1 Status to Inactive. If all WBS2 levels are Dormant, set WBS1 Status to Dormant.

I can't figure out how to do this because it doesn't seem that I can update WBS1 based on a value in WBS2. Does this need to be done as a Stored Procedure or can I do it through the Vision workflow UI? Any suggestions would be appreciated.

meaglin
Posts: 195
Joined: Thu Nov 05, 2009 10:36 pm
Brief Company Description: Deltek Vision Consultant
Deltek Vision Version: 6.1
Number of Employees: 2
Company Position: Owner/Consultant
Vision Modules: ALL
Number of Offices: 0
Year Vision Installed: 2005
Vision User Group: Utah
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Re: Update WBS1 based on Value in WBS2

Postby meaglin » Wed Nov 07, 2012 2:28 pm

The problem will be that you may have one wbs2, or 100. So to get a workflow to update one field based on a unlimited number of possiblities will not be possible. It's doable but would require multiple work flows and another custom field and maybe even a stored procedure.

Hope that gives you some insight...
Mel Eaglin
meaglin@vrsllc.com
Visionary Reporting Solutions
San Diego, CA 92109
http://www.vrsllc.com/
http://www.deltekvisionconsultant.com/deltekvisionblog
Phone: (858) 245-8956
"Skype Name: mel.eaglin"


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