Conditions Dialog Box

Use this dialog box to create a condition under which an approval step will take place.

Parent Topic: Fields and Options

Location

To display the Conditions dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Workflow > Approval Workflows.
  2. On the Approvals Configuration form, open an existing approval workflow or create a new one.
  3. Open the Workflow tab, and add an approval step for the workflow in the Approval Steps grid.
  4. In the Approval Steps grid, click in the Conditions field, and then click the Ellipsis icon.

Contents

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 File > Print 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 From the drop-down list in this field, 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 From the drop-down list in this field, 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 an Info Center 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.

Buttons

Field Description
OK Click this button to save the conditions that you entered on this dialog box and return to the Workflow tab on the Approvals Configuration form.
Cancel Click this button to return to the Workflow tab of the Approvals Configuration form without saving the conditions that you entered on this dialog box.