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.

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, and add an approval step for the workflow in the Approval Steps grid.
4. In the Step Actions grid, add a step action (notification alert) for the approval step, and select Dashboard as the notification method.
5. After the notification alert is added to the Step Actions grid, click the Dashboard hyperlink in the Edit Content field.

Contents

Field	Description
Users	Click and use the lookup to select the employees you want to receive the alert, based on usernames set up in Security > Users.
Security Roles	Click and use the lookup to select the people you want to receive the alert based on their Vision security role that is assigned in Security > Roles.
Approval Roles	Enter the employees you want to receive the dashboard alert based on their assigned responsibility, such as project manager, project biller, and approval administrator. To make a different selection than the one that prefills in this field, click in this field to open the Fields Selection dialog box. The options on the Field Selection the dialog box are based on the application that you selected in the Application field on the General tab of the Approvals Configuration form for the approval workflow. To select more than one field, press and hold the CTRL key on your keyboard as you click each item in the list. Some of the options are: Approval Administrator — This is the employee who is specified as the approval administrator for an approval workflow on the General tab of the Approvals Configuration form. Create User — This is the employee who created the record that is going through the approval process. Currently Assigned — This is the employee or employees who are currently assigned to the approval workflow step. Principal-in-Charge, Project Manager, and Project Supervisor — These responsibilities are specified for a project in the Project Info Center. Company Buyer — This is the employee or employees who are specified as a company buyer on the Buyer tab in Purchasing & Inventory Company Settings Configuration.
Display summary as application link	Select this check box to have the summary that you enter in the Summary field display as a hyperlink in the Alert dashpart for the dashboard alert. When you select this check box, you cannot enter text in the Alert Content text box.
Summary Field and Insert Field Button	Enter a summary for the dashboard alert in the Summary field. To insert a field in the summary, such as the approval due date, put your cursor in the appropriate location in the text in the Summary field, and click the Insert Field button. On the Column Selection dialog box, select the field to insert. Example: In the Summary field, type Purchase Requisitions are awaiting your approval. Due on . Place your cursor before the period at the end of the text and click Insert Field. On the Column Selection dialog box, select [:ApprovalItem.DueDate] and click OK. The Summary field now displays Purchase Requisitions are awaiting your approval. Due on [:ApprovalItem.DueDate].. When the dashboard alert is sent to recipients (and the due date for the approval step is 11/10/2014), the summary of the dashboard will be displayed as Purchase Requisitions are awaiting your approval. Due on 11/20/2014.
Alert Content	This text box is accessible only when you clear the Display summary as application link check box. Enter the message for the dashboard alert. To insert a field, such as the approval due date, put your cursor in the appropriate location in the text in the Alert Content field, and click the Insert Field option on the Alert Content toolbar. On the Column Selection dialog box, select the field to insert. Example: In the Alert Content field, type The following purchase requisitions are awaiting your approval: Place your cursor after the colon, and click Insert Field. On the Column Selection dialog box, select [:POPRMaster.RequisitionNo] and click OK. The Alert Content field now displays The following purchase requisitions are awaiting your approval: [:POPRMaster.RequisitionNo] When the dashboard alert is sent to recipients (and the PO requisition number is 115-73), the content of the dashboard displays: The following purchase requisitions are awaiting your approval: 115-73 You can also click Edit in this field to use the Text Editor to enter and format the text.
OK	Click this option to save the entries on the dialog box and return to the Workflow tab.
Cancel	Click this option to return to the Workflow tab without saving changes on the dialog box.