Specify conditions, operators, and values.
Conditions Grid Toolbar
| Field | Description |
|---|
| Conditions Drop-Down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
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 grid 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 the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to insert a new row in the grid, and enter a condition for the approval step.
|
 Copy
|
Select a row in the grid that you want to copy to create a new condition. Then click
Copy. The information from the selected row is copied to a new row below it. Edit the new row as needed.
|
 Delete
|
Select a condition to remove from the approval step and then click this option.
|
 Move Up
|
To change the order of a condition, select the condition in the grid, and click this button to move it up one row.
|
 Move Down
|
To change the order of a condition, select a condition in the grid, and click this button to move it down one row.
|
Conditions Grid Fields
| Field | Description |
|---|
| Column
|
Select the field to evaluate for the condition. The list is specific to the application that you selected on the General tab for the approval workflow.
|
| Operator
|
Select the operator for the condition. Possible operators are:
equals,
not equals,
less than,
greater than,
less or equal,
greater or equal,
empty, and
not empty. The operator compares the column and the value that you enter in the grid.
For example, if you want a step to occur only if the total amount for the Purchasing item is more than $10,000, you would select the
Total Amount field in the
Column field,
greater than in the
Operator field, and
$10,000 in the
Value field. Or, if you want a step to occur when a field that was empty now contains information, you would select
not empty as the operator.
If you select
Purchase Order from the
Column drop-down list, choose between the operators
equals or
not equals.
|
| Value
|
Use this field in conjunction with the
Column and
Operator fields to set the condition. Make an entry in this field that applies for the column that you entered in the
Column field.
For example, if you entered a date field in the
Column field, you must enter a date in the
Value field. If you entered a hub record field, such as a purchase order buyer, in the
Column field, you select an
employee from the
Employee lookup in the
Value field.
If you selected
empty or
not empty in the
Operator field, this field is not applicable.
Note: If Purchase Order is selected in the Column drop-down, this field becomes a drop-down list. Select
Yes if a purchase order is associated with the AP Invoice being approved, or select
No if not.
|
| AND/OR
|
Use this field to join each condition that makes up the approval step. This field is enabled when you enter more than one condition. It is not enabled for the last condition. Deltek recommends that you select either all ANDs or all ORs in these fields.
|
