Dashboard and Email Configuration Dialog Box
Use the Dashboard and Email Configuration dialog box to specify the summary and contents for the dashboard and email alert for an invoice approval action.
You enter information for each alert type on the separate Dashboard tab and Email tab on this dialog box.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click .
- In the Actions grid on the Invoice Approval Process form, click in the Alert Type field and then click .
- On the Alert Type Lookup, select Dashboard and Email, and click the Select button.
- In the Actions grid, click Dashboard and Email in the Alert Type field. You may need to move your mouse pointer out of the Alert Type field and then back in it before you can click Dashboard and Email to open the Email Configuration dialog box. Dashboard and Email must be underlined, blue text before it will open the dialog box when you click it.
Contents-Dashboard and Email Configuration Dialog Box
The following fields are included on both the Dashboard and Email tabs of this dialog box. Enter information for the dashboard alert on the Dashboard tab; enter information for email alert on the Email tab.