Specify the conditions under which errors display.
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 add a condition that determines whether or not an error message displays at the end of an approval step. Enter the information for the condition in the blank row that is added to the Conditions grid. You can enter multiple conditions.
|
| Copy
|
Select a condition in the grid to copy it to create another condition. The copied condition is added as a row in the grid, which you can edit as needed.
|
| Delete
|
Select a condition to delete, and then click this option.
|
| Move Up
|
To change the order in which a condition is applied for a validation error message for an approval step, select a condition in the grid and then click this option to move the condition up.
|
| Move Down
|
To change the order in which a condition is applied for a validation error message for an approval step, select a condition in the grid and then click this option to move the condition down.
|
Conditions Grid
Use this grid to enter a condition that determines when a validation error displays for the approval step. When the condition is true for a record going through the approval process, an error message will display during the approval process.
Conditions Grid Fields
| Field | Description |
|---|
| Column
|
Click in this field, and from the drop-down list, select a field to be evaluated for the condition. The fields in the list correspond to the application for which you are creating the approval workflow. For example, for a purchase order approval workflow, the list includes purchase order fields and
project and configuration fields that are related to purchase orders. For absence request approval workflows, the list includes absence request and
employee fields. For AP invoice approval workflows, the list includes AP invoice and
vendor fields.
|
| Operator
|
Click in this field, and from the drop-down list, 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 validate error message to display at the end of an approval step if the amount of the AP invoice on the AP Invoice Approvals form is less than zero, you would select the AP invoice amount field in the
Column field, select
less than in the
Operator field, and enter
0 in the
Value field. If you want a validate error message to display if the
Invoice Number field is blank on the AP Invoice Approvals form, you would select the AP invoice number field in the
Column field and select
empty in the
Operator field. In this example, the
Value field has no entry.
|
| 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.
If you selected
empty or
not empty in the
Operator field, this field is not applicable.
|
| 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.
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