Use these fields and options to set up a workflow action that will send an email message to a selected person.
These field descriptions apply to all three tabs on this dialog box: To, CC, and BCC.
| Field | Description |
|---|
| Emails
|
Enter the email address of the person who will receive the alert. If you want to send an alert to more than one person, enter all addresses here, separated by semicolons.
|
| Users
|
Click
 and use the lookup to select the usernames of the people who will receive the alert.
|
| Roles
|
Click
and use the lookup to select the roles to which you want to send the alert. All users with this role will receive this alert.
|
|
Employee Fields
|
When you click
in this field,
Deltek displays the Fields Selection dialog box. This dialog box lists the
employee type fields associated with the hub that you selected in the
Info Center field. When you select an
employee field,
Deltek sends the alert to the
employee whose name is in that field. For example, if you select
Supervisor, and Mary Smith is listed in that field,
Deltek sends to the alert to Mary Smith. If Mary Smith leaves and is replaced by Bob Davis,
Deltek sends the alert to Bob Davis.
To select more than one field, hold down the CTRL key and click on the field. Click
OK when you are done.
For each
employee type field in this list, there is a corresponding "old" field. If, for example, the name of the
Principal was changed from Ed Lewis to Dave Jones, you could select
Principal and
Principal (old) from the list.
Deltek will send an email message to Dave Jones and a message to Ed Lewis.
You cannot enter information in this field. If you want to add or change the information, you need to select it (or deselect it) from the field selection lookup list. You can however, clear the information in this field without using the lookup list. To do this, select the information and backspace.
|
| Subject
|
Enter the subject for the email, or click
Insert Field to include a link to the field that has been changed.
|
| Body
|
Enter a message for the email, or click
Insert Field to include a link to the field that has been changed. You can enter text in this field or use the Text Editor, which allows you to format the text.
|
