| Select Attendees From
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Use these options to refine the list of recipients that will receive the email or notification. The options that display depend on your configuration and the application you are working in. For example, if you select
Role, the Email Recipient list populates with all available security roles. When you select a role, all users within that role will receive the email or notification. Or, if you select
Employees, the Email Recipient list changes to display all employees.
After making a selection from
Select Attendees From, you can specify a different option to create a mixture of recipient records. For example, after specifying a
Role and the associated recipients and applying the changes, you can go back and select
Contacts and specify a number of contact records so there would be both defined roles and contacts who receive the email message or notification.
- Users: Select this setting to display a list of enabled
Vantagepoint users. Select one or more user names and when the event is triggered or the report is run, the selected users will receive the email or notification.
- Roles: Select this setting to open the role search dialog where you can select one or more security roles. When the event is triggered, all users in the designated roles will receive the email or notification.
- Contacts: Select this setting to open a list of contacts that are available from the Contacts hub. When the report is run, all selected contacts will receive the email.
- Employees: Select this setting to open a list of active employees that are available from the Employees hub. Select one or more names from this list and when report is triggered, all selected employees will receive the email.
- Project Role: Select this setting to open the list of security roles that are available for the project. You can only select one project role at a time. When the report is run, all users in the selected role will receive the email.
- Employee Fields: This option applies to User Initiated and Schedule Workflows only. Select this setting to open a selection dialog box, on which you can choose one or more fields that are associated with the workflow type.
For example, for the Projects hub there are Project Manager, Supervisor, Principal, and other key employees and user defined employee fields. When you use
Employee Fields,
Vantagepoint duplicates each field with one of the versions being denoted as (Old). In this case, Project Manager, and Project Manager Old will be in the list. This designation allows you to choose either the original (old) project manager or new project manager for situations when the workflow is being triggered due to a change in project manager assignment.
When the event is triggered, the email or notification will be sent to the employees that are associated with the record's selected fields.
- Approval Roles: This option applies to Approval Workflows only. Select this setting to open an approval role selection dialog where multiple approval roles can be selected. The approval roles listed in the dialog will be associated with the approval workflow type. For example, for Absence Requests there will be Supervisor, Timesheet Group Admin, Organization Approval Role, and user defined fields from the Employees hub. When the approval event is triggered, then the email or notification will be sent to the employees that are associated with the record's selected approval roles.
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| TO, CC, BCC
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Use these fields to identify the individuals who will receive copies of the email message or notification. You can enter names in this field:
- From the
Select Attendees From option. For example, if you are using Reporting and select
Contacts, the names of all specified contacts will display in this field.
- By manually entering an email address for an individual who will receive the email or notification. To send to more than one person, enter all addresses and separate by semicolons.
If you add one or more records of individuals that do not have an associated email address,
Vantagepoint will alert you of the issue and provide prompts to correct the error.
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to open the Text Editor and use its options.