Web Service Configuration for Auto Numbering Dialog Box

The Web Service action allows you to invoke a specified Web service to provide auto numbering information. A Web service is a way to call code located on a different machine via HTTP.

For the Vision auto numbering feature, the Web Service must return one value of the type String. Vision auto numbering ignores any type of warning or error message that is generated.

This dialog box requires knowledge of Web servers and/or the development of a Microsoft .NET assembly. If you do not have development experience, contact Deltek Customer Care for assistance.

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > General > System Settings.
  2. Click the Numbering tab.
  3. In the Numbering grid, select the row to which you want to add the action.
  4. In the Auto Number Source field, select Web Service from the drop-down list.
  5. In the Auto Number Format box, click .

Contents

Field Description
Web Service Location

Enter the location of the Web Service, using the Web Services Description Language (WSDL) location of the service. WSDL is an XML language for describing Web services. For example, enter:

http://www.webservicex.net/stockquote.asmx?WSDL

Web Methods

When you enter the Web Service Location, this field lists the Web methods defined at that Web Service location. Only methods that have simple type arguments, such as string or numeric, are listed here.

To refresh the list of available methods, click Refresh Methods. Vision goes to the Web Service URL and refreshes the list in this field.

Arguments Drop-down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, 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 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 this field, in the sequence that you want them to display.

Not all options are available on all grids.

Arguments

A list of arguments automatically populates based on the method selected.

  • Name — This is the name of the parameter to the method.

  • Value — This is the SQL expression that Vision uses to determine the value of the argument at run time. Click the detail button to display the SQL Expression Builder to define the values.

Refresh Methods Click this button to refresh the list of available methods. Vision goes to the Web Service URL and refreshes the list.