Field Descriptions

Table Information

 

Workflow

What can I do in this tab?

Use the fields in this tab to enter Workflow permissions and the user's e-mail name.

When should I use this tab?

Use this tab to add new user data or to edit existing user information.

If you plan to assign an employee ID to a user in this screen, you must first set up the employee in the Employee User Flow screen (People\Maintain\Employee).

If you plan to assign a default company to a user in this screen, you must first set up the company in client server in the Company Taxable Entity Information screen (Accounting\Configure\General Ledger).

Workflow Email

Use the fields in this block to enter Workflow permissions and the user's e-mail name.

Field Descriptions

Send Workflow Activity

Note:  A workflow process consists of "tasks."  

An "activity" is a notification that informs the recipient to complete a specific task in a workflow process.  

A "message" is a notification that informs the recipient that a specific task in a workflow process is complete.  

If you select the Send Workflow Activity checkbox, the user can receive an "activity" by e-mail.  

If you select the Send Workflow Messages checkbox, the user can receive a "message" by e-mail.

Select this checkbox if the user is permitted to receive workflow activity notifications through e-mail.  

This checkbox is unselected by default.

This checkbox will be inactive if the Use Email for Workflow Notification checkbox in the System Settings screen (Administration\Configure\Systems) is unchecked.

Send Workflow Messages

Note:  A workflow process consists of "tasks."  

An "activity" is a notification that informs the recipient to complete a specific task in a workflow process.  

A "message" is a notification that informs the recipient that a specific task in a workflow process is complete.  

If you select the Send Workflow Activity checkbox, the user can receive an "activity" by e-mail.  

If you select the Send Workflow Messages checkbox, the user can receive a "message" by e-mail.

Select this checkbox if the user is permitted to receive workflow message notifications through e-mail.  

This checkbox is unselected by default.

This checkbox will be inactive if the Use Email for Workflow Notification checkbox in the System Settings screen (Administration\Configure\Systems) is unchecked.

Email Name

Enter up to 60 alphanumeric characters to specify the user's e-mail name, which is the unique name assigned to each e-mail user by the system administrator.  Workflow will use this name to send activities and messages to the user.

The e-mail name must be in valid e-mail address format (e.g., myname@deltek.com).

Company Access

Select this subtask link to open the Company Access screen.

Assigned User Groups

Select this subtask link to open the Assigned User Groups screen.

Module Rights

Select this subtask link to open the Module Rights screen.

Application Rights

Select this subtask link to open the Application Rights screen.

Table Information

Changes to this screen update the following tables:

W_USER_GRP_USERS (User Group User - Web)

W_USER_COMPANY (User Company - Web)

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