Field Selection Dialog Box
Use this dialog box to select the employees who will receive an alert based on an assigned responsibility, such as project manager, project biller, approval administrator, and so on.
This same dialog box opens in several places on the Workflow tab in Approvals Configuration.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click .
- Open an existing approval workflow or create a new one.
-
Complete either of the following on the Workflow tab to display the dialog box:
- In the Approval Steps grid, click in the
Assigned To field, and then click
.
- In the Step Actions grid, click either the
Email or
Dashboard hyperlink in the
Edit Content field. On the Email Configuration dialog box or the Dashboard Configuration dialog box, click
in the Employee Fields field.
- In the Approval Steps grid, click in the
Assigned To field, and then click