Dashboard Configuration Dialog Box

Use the Dashboard Configuration dialog box to specify the summary and contents for the dashboard 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 Approval Process.
2. In the Actions grid on the Invoice Approval Process form, click in the Alert Type field and then click .
3. In the Alert Type Lookup, select Dashboard and then click the Select button.
4. In the Actions grid, click Dashboard in the Alert Type field. You may need to move your mouse pointer out of the Alert Type field and then back in it before you can click Dashboard to open the Email Configuration dialog box. Dashboard must be underlined, blue text before it will open the dialog box when you click it.

Contents

Field	Description
Summary field and Insert Field button	Enter a summary for the dashboard alert in the Summary field. If the alert frequency for an invoice approval process is Alert per Invoice (on the Invoice Approval Process form), you can use a combination of text and Billing invoice fields for the summary. If the alert frequency for an invoice approval proces is Alert per Session, the Insert Field button is not enabled, and you cannot insert invoice fields into the summary. To insert an invoice field into the summary, place your mouse pointer in the Summary field in the location where you want to insert the field, and click the Insert Field button above the field. In the Column Selection dialog box, click the field to insert, and click OK. Example: "An invoice for [:CL.Client] for [:PR.Name] is ready for your approval" This adds the invoice’s client name and project name to the dashboard summary.
Alert Content text box, Insert Field toolbar options, and Edit toolbar option	Enter the text for the body of the dashboard alert in the text box. To insert an invoice-specific field into the text, place your mouse pointer in the location where you want to insert the field, and click Insert Field on the toolbar. On the Column Selection dialog box, click the field to insert, and click OK. Example: "Invoice for [:PR.WBS1] has been approved and is awaiting final invoicing." This identifies the project and phase for the invoice in the dashboard subject. You can also click the Edit option on the toolbar to open the Vision Text Editor dialog box and format the text.
Language	This field applies if you use the Multilingual feature in Vision. From the drop-down list, select the language to use for the Dashboard alert. Only the languages for which you have purchased a license display in the list.
OK	Click OK to save the entries on the dialog box and return to the Invoice Approval form.
Cancel	Click Cancel to discard the current entries that you made on this dialog box and return to the Invoice Approval form.