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 ,

Thanks for the feedback. In this case either the Notification conditions are not configured correctly, or the Time Card does not match the configuration.

Can you please double check that the Time Card really has the Submitted state and that its Top task is a Project?

Regards,

Robert

[Jason116]

Looks ok from what I can see? 

[Robert H]

Hello @Jason116 ,

Yes, indeed that looks fine. Would you mind sharing a screen shot of your Notification configuration as well (need only to see the "When to send" section)?

Regards,

Robert

[Jason116]

Ok just figured it out!! silly mistake on my behalf!! only had 'interted' ticked and not 'updated' so this has resolved it however would also like some help in just getting the content of the email please, just need something simple like:

User xxx has just submitted a time card against project task xxx for project xxx. Please click here [this should be link to the time card so they can action it] to approve or reject 

[Robert H]

Hello @Jason116 ,

There you go:

User ${user} has just submitted a time card against project task ${task} for project ${top_task}. Please click here ${URI} to approve or reject 

Please note that you can select the Time Card fields on the right of the editor to insert them into the text.

Regards,

Robert