Specify the
employees or security roles to receive the notifications.
| Field | Description |
|---|
| Users
|
Use the lookup to select the
employees to receive the notification, based on usernames.
|
| Security Roles
|
Use the lookup to select the
employees to receive the notification, based on security roles.
|
| Approval Roles
|
Specify the
employees to receive the notification, based on assigned responsibility such as
project manager,
project biller, or approval administrator.
To change the prefilled selection, click
 in this field to open the Fields Selection dialog box. The options available 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. Options include the following:
- 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,
Project Manager, and
Project
Supervisor: These responsibilities are specified for a
project in the
Projects hub.
- Company Buyer: This is the
employee or
employees who are specified as a company buyer on the Buyer tab in Purchasing & Inventory Company Settings.
|
| 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 notification 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 notification 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 notification alert is sent to recipients (and the due date for the approval step is 11/10/2017), the summary of the notification will be displayed as
Purchase Requisitions are awaiting your approval. Due on 11/20/2017.
|
| Alert Content
|
This text box is accessible only when you clear the Display summary as application link check box. Enter the message for the notification 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 notification alert is sent to recipients (and the PO requisition number is 115-73), the content of the notification displays:
The following purchase requisitions are awaiting your approval: 115-73
You can also use the Text Editor to enter and format the text.
|
