Specify the users or security roles and their approval settings.
These field descriptions apply to all three tabs on this dialog box: To, CC, and BCC.
| Field | Description |
|---|
| Emails
|
Enter the email address of one or more people who will receive the alert. Enter a semicolon between each email address.
|
| Users
|
Click
 and use the lookup to select the people who will receive the alert, based on usernames set up in
.
|
| Security Roles
|
Click
and use the lookup to select the
employees who will receive the alert based on their security role, which is assigned in
.
|
| Approval Roles
|
Enter the
employees you want to receive the email 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.
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,
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 Configuration.
|
| Attach Uploaded Files to Email Alert
|
If the approval workflow is for the AP Invoice Approvals application, select this check box to attach the AP
vendor invoices that have been uploaded (in
) to the approval email alert.
|
| Subject and Insert Field
|
Enter the subject for the email alert. Type the text in this field. To insert a field in the subject, such as the approval due date, put your cursor in the appropriate location in the text in the
Subject field, and click the
Insert Field button. On the Column Selection dialog box, select the field to insert.
Example:
- In the
Subject field, enter
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
Subject field now displays
Purchase Requisitions are awaiting your approval. Due on [:ApprovalItem.DueDate]..
When the email alert is sent to recipients (and the due date for the approval step is 11/10/2014), the subject of the email will be displayed as
Purchase Requisitions are awaiting your approval. Due on 11/10/2014.
|
| Body
|
Enter the message for the email alert. Type the text in this field. To insert a field in the body, such as the approval due date, put your cursor in the appropriate location in the text in the
Body field, and click the
 Insert Field option on the Body toolbar. On the Column Selection dialog box, select the field to insert.
Example:
- In the
Body 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
Body field now displays
The following purchase requisitions are awaiting your approval: [:POPRMaster.RequisitionNo].
When the email alert is sent to recipients (and the PO requisition number is 115-73), the body of the email displays
The following purchase requisitions are awaiting your approval: 115-73
You can also use the Text Editor to enter and format the text.
|
