Time Card Adding Notes

mah1
Kilo Sage

Tokyo Patch 8

The Time Sheet Portal provides the ability to Add Notes to time cards on the time sheet.  We have been requested to also add the note entered on the time card for a project or project task as a work note to the relevant project or project task. Is this possible? If so, any guidance on the best way to do this?

 

Thank you!

1 ACCEPTED SOLUTION

Sam Jabbour
Tera Expert

Hey!

 

You can create a business rule that will trigger when there's a new timecard with notes added, which will then transfer the notes to the relevant resource plan's project or project task's notes.

 

Hope this helps!

Sam.

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2 REPLIES 2

Sam Jabbour
Tera Expert

Hey!

 

You can create a business rule that will trigger when there's a new timecard with notes added, which will then transfer the notes to the relevant resource plan's project or project task's notes.

 

Hope this helps!

Sam.

Thank you for the suggestion. I'll see if I can get this working.