Column Selection Dialog Box

Use this dialog box to select fields from the Project Info Center that you want to display in the subject of the notification alert for an invoice approval action.

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Billing > Invoice Approvals.
  2. On the Invoice Approval Process form, in the Actions grid, click in the Alert Type field. Then click .
  3. In the Alert Type Lookup, select an alert type and and then click Select.
  4. Click the blue, underlined entry in the Alert Type field. You may need to move your mouse pointer out of this field and then back into it for the underlining to occur.
  5. On the Email Configuration, Dashboard Configuration, or Dashboard and Configuration dialog box, click the Insert Field button.

Contents

Field Description
Column Click a Project Info Center field in this list to add it to the subject or summary of the notification alert for the invoice approval action.
OK After you select a field in the Column box, click this button to return to the Email Configuration, Dashboard Configuration, or Dashboard and Email Configuration dialog box.
Cancel Click this button to return to the Email Configuration, Dashboard Configuration, or Dashboard and Email Configuration dialog box without making a field selection.