Validate Error Conditions Dialog Box

Use this dialog box to enter conditions under which an error message will display for an approval workflow step.

For example, for AP invoice approvals, you can create a condition to have a validate error message display when an approver leaves the AP invoice number blank or when the invoice amount is less than or equal to zero.

Location

To display the 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.
4. Complete one of the following steps:
   • In the Approval Steps grid, select the first step in the grid, click Insert on the toolbar of the Step Actions grid, and select Validate Error at Start from the shortcut menu.
   • In the Approval Steps grid, select a step to which to add a validation error action, click Insert on the toolbar of the Step Actions grid, and select Validate Error from the shortcut menu.

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 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.

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.