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.

Parent Topic: Fields and Options

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Workflow > Approval Workflows.
  2. Open an existing approval workflow or create a new one.
  3. 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.

Contents

Field Description
Employee Column Select an assigned responsibility, such as project manager, project biller, approval administrator, and so on for the employees whom you want to receive the alert. The options on 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.

When you open this dialog box from the Assign To field in the Approval Steps grid on the Workflow tab: Select one or more assigned responsibilities of the employees that you want to approve the step.

When you open this dialog box from the Email or Dashboard hyperlink in the Edit Content field in the Step Actions grid on the Workflow tab (in the Employees Fields field on the Email Configuration dialog box or the Dashboard Configuration dialog box): Select one or more assigned responsibilities of the employees that you want to receive the alert.

To select multiple assigned responsibilities, press and hold the CTRL key on your keyboard as you click items.

OK Click this button to save the selections that you made on this dialog box and return to the Approvals Configuration form, the Email Configuration dialog box, or the Dashboard Configuration dialog box.
Cancel Click this button to return to the Approvals Configuration form, the Email Configuration dialog box, or the Dashboard Configuration dialog box without saving the selections that you made on this dialog box.