Fields and Options

Use the form and related dialog boxes to set up and edit approval workflows.

Related Topics:

  • Approvals Configuration Form
    Use the Approvals Configuration form to create approval workflows, which allow you to implement a review and approval process for certain records that you enter in Vision.
  • Assigned To Dialog Box
    Use this dialog box to assign approvers to an approval step for an AP invoice approval workflow.
  • Add Notification Alert Dialog Box
    Use this dialog box to have a notification alert sent when an approval step starts.
  • Add Reminder Alert Dialog Box
    Use this dialog box to have a reminder alert sent a certain number of days before the step is due if it has not yet been approved (completed).
  • Notify Assignee's Supervisor Dialog Box
    Use this dialog box to have a notification alert sent to the supervisors of the employees who are assigned to an approval step.
  • Validate Error Conditions Dialog Box
    Use this dialog box to enter conditions under which an error message will display for an approval workflow step.
  • Add Approved Alert Dialog Box
    Use this dialog box to have a notification alert sent when a step is approved.
  • Add Review Alert Dialog Box
    Use this dialog box to have a notification alert sent when an approver of a step makes a change to the item to be approved.
  • Add Rejected Alert Dialog Box
    Use this dialog box to have a notification alert sent when an approval step is rejected.
  • Add Past Due Alert Dialog Box
    Use this dialog box to have a notification alert sent when an approval step is not approved by its due date or when the approval workflow is not completed by its due date.
  • Add Requester Alert Dialog Box
    Use this dialog box to have a notification alert sent to the purchasing or inventory item's requester when the approval step starts or ends.
  • Add Submitter Alert Dialog Box
    Use this dialog box to have a notification alert sent to the employee who submitted the purchasing or inventory item when the approval step starts or ends.
  • Add Completion Alert Dialog Box
    Use this dialog box to have a notification alert sent when an approval workflow is complete (all its steps are approved).
  • Add Create Voucher Action Dialog Box
    Use this dialog box to add a Create Voucher action to the final step of an approval workflow for AP Invoice Approvals.
  • Conditions Dialog Box
    Use this dialog box to create a condition under which an approval step will take place.
  • 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.
  • Email Configuration Dialog Box
    Use the Email Configuration dialog box to specify the subject, message, and recipients for an email alert for an approval workflow step.
  • Dashboard Alert Configuration Dialog Box
    Use the Dashboard Configuration dialog box to specify the subject, message, and recipients for a dashboard alert for an approval workflow step.
  • Edit Workflow Dialog Box
    Use this dialog box to continue or cancel the process of editing an approval workflow that has in-progress approvals.
  • Errors Encountered Dialog Box
    This dialog box identifies any in-progress approval records that need to be reviewed and resubmitted when an approval workflow is restarted after an approval administrator edits an approval workflow (using the Edit Workflow button in Approval Workflows Configuration).
  • GL Budget Group Notification Dialog Box
    Use this dialog box to have a notification alert sent when all GL budgets under an organizational lead, such as a Regional Manager, are ready for approval.
Parent Topic: Approval Workflows Configuration Overview