Filter out inactive projects or tasks on the time card form

[Heather White]

Hi Community, 

     I need to be able to filter only on active projects or tasks on the time card.  Currently, all projects or tasks, whether they are active or not are showing in the list drop-down.  

Is there a way to limit to only active records?

Thanks,

Heather

[yogesh41]

Hi,

You can look at script include TimeCardQueryHelper.getTaskFilter used as reference qualifier for "Task" field. 

Filtering out all in-active Tasks won't be correct approach as there could be use case where the user has to submit Time Card on the Task that has already been completed/resolved state. Such Tasks would be marked as Active False.

One more important thing is that modifying any OOB Script Include code will be considered as customisation. It will get skipped in the upgrade process and you may miss latest updated. 

-Yogesh

[Rae Ann Prasnic]

Below are the "rules" when time cards display in the Time Sheet Portal (view here). When it falls off the time sheet is based on the actual end date.

Do you have an actual end date on the project? 

Please mark reply as helpful or correct if applicable (I'm working on a badge!). Thanks, Rae Ann

[Heather White]

Thank you Rae Ann,

     Do you know if this logic applies for the platform view?  Most of our users access their time cards through this view.

Heather

[Rae Ann Prasnic]

What is the "platform view" @Heather White? Can you please show a screenshot?