Mass approvals of records

s_45
Tera Contributor

Hello,

The logged-in user has roles timecard_approver or timecard_admin.

 Using “Approve” List choice UI action (see attachment), if current state of time sheet record is Submitted, select records and bulk approve.

Table Name: time_sheet
Action Name: Approve

How can I bulk approve records (time sheets)

 

Thank you.

 

9 REPLIES 9

DirkRedeker
Mega Sage
Hi For mass updates, make sure, all records, that you selected for the update are in the right status, to be approvable. Does the help? BR Dirk

Narendra Kota
Mega Sage

Hi,

You can open the sysapproval_approver table, and filter out the respective Approval records on Time sheet table and time sheet state is submitted, then you can right click on the list view and do Update All, then you can change the State of these records to Approved. (but this may require Admin role for doing such updates on all records). Please check.

Hope this helps.
Mark helpful or correct based on impact.

Thanks.

s_45
Tera Contributor

Hi Narendra,

I want the users who has roles timecard_approver or timecard_admin to approve time sheet records themselves.

Using List choice UI action, I want “Approve” to be activated so that multiple time sheets can be selected and approved.

 

Thank you!

 

 

 

 

Narendra Kota
Mega Sage

Hi,

Got it, you can open the "Approve" UI action from System Definition -> UI Actions, where List Choice is True(means checked) and try to add these above mentioned roles in the condition of that "Approve" UI action and check. I think that will activate the List choice UI action so that multiple time sheets can be selected and approved.

Hope this helps.
Mark helpful or correct based on impact.

Thanks.