Select Field Dialog Box

Use the Select Field dialog box to select fields to use in an area of PM Compass. Access this dialog box by clicking the Insert Field button from one of the following locations:

The options vary depending on which area of the application you are in when you access the dialog box.

With the Select Field dialog box you can complete the following tasks:

Include the title field of a workflow to show the project to which it belongs.

Add information to an email alert subject and body.

The Select Field dialog box has the following areas:

Area

Description

Table

This listbox lists the PM Compass tables whose fields are available for selection. The list varies depending on which area of the application you are in when you access the dialog box. See the table below for the available options.

Field

This listbox lists the PM Compass fields that are available for selection.

For more information on field name definitions, see the PM Compass Data Dictionary.

Table and Field Options

The Table and Field list boxes are populated based on where you access the dialog box.

User-Initiated Alerts

For User-Initiated Alerts, fields are inserted into the body or subject of an email or dashboard to display information from the workflow in the notifications. These fields include the workflow title and due dates.

The Email Configuration and Dash Alert Configuration dialog boxes may be accessed on the Step <#> Actions grid of the Workflow Steps Tab of Workflow Type Configuration when the following notification types are selected:

Scheduled Alerts

What do you want to do?

The Select Field dialog box can be accessed from the following:

On the Navigation menu, click Administration » Workflow Type Configuration. On the General tab, click Insert Field.
On the Navigation menu, click Administration » Workflow Type Configuration. On the Workflow Steps tab, click Email or Dashboard under the Edit Content column. Click Insert Field.
On the Navigation menu, click Administration » Workflow Notification Defaults. Click Insert Field for the email subject or body.
On the Navigation menu, click Administration » Alerts. Click Scheduled alerts or User-Initiated alerts. After you select an Area, click Insert in the Actions grid. Click Email alert or Dashboard alert. Click Insert Field for the email subject or body.

Location	Tables Available
General Tab of Workflow Type Configuration Form	Control Account Project
Email Configuration Dialog Box/ Dashboard Alert Configuration Dialog box	User-Initiated Alerts Control Account Workflow Project Scheduled Alerts Control Account Workflow Parent Project
Default Notifications	Notification, Approval Notification, Rejection Notification, Suspended Notification, and Originator Notification Control Account Workflow Project Reminder, Manager Escalation, and Past Due Notification Control Account Workflow Parent Project