Timesheet Approval Notification

[Jason116]

I'm trying to configure the following requirement and would appreciate some guidance.

When a user submits a time card against a project task, an email notification should be sent to the PM of the related project, notifying them that a new time card is awaiting approval.

I'm just not sure how to configure the logic so that the notification is sent specifically to the Project Manager of the related Project

[Robert H]

Hello @Jason116 ,

The basic steps for setting up a Notification about an Approval for a Time Card would look like this:

The subject and message are of course up to you. The example above demonstrates how you can include the Time Card's User name and a Link to the approval.

Result:

Regards,

Robert

[Robert H]

Hello @Jason116 ,

Have you looked into the answer I provided? It assumes that you trigger Approval [sysapproval_approver] requests to the Project Manager. If that is not the case and the approval happens directly on the Time Card itself then use the following configuration:

Regards,

Robert

[Jason116]

I’ve configured this exactly as you have it set up, but nothing is triggering. Here are the steps I followed:

1. Opened the project.

2. Opened a project task under that project.

3. Under the project task, entered "Time Worked" via the Time Cards related list.

4. Submitted the time card.

However, the notification did not trigger.

[Robert H]

Hello @Jason116 ,

The notification works fine on my end when doing the same steps. Please check the following:

In the Notification configuration record, click Preview Notification and select the Time Card you just submitted as the Preview Record. Does the preview look as intended and show the intended recipient in the Users section (not in red color or crossed out)?

Please also check the sysevent table. When you submitted the Time Card, was there an notification_engine.process event with Table = Time Card and Instance = sys_id of the Time Card?

Regards,

Robert

[Jason116]

yes the preview looks ok however can't see anything in the sysevent table