How to autoapprove time cards? Prohibited automatic transition from Pending to Approved with a BR

Smith Johnson
Tera Guru

Hello,

I am new to SPM and your assistance would be valuable to implement the following logic.

When a new timecard is inserted, the state should automatically change to "Approved".

To accomplish this logic, the following BR was created:

SmithJohnson_1-1740658049990.png

 

SmithJohnson_2-1740658113287.png


When creating a new time card, I see that the message "Business Rule to auto-approve time card was triggered." is visible indicating that the BR was triggered. However, the state remains pending.

SmithJohnson_3-1740658253037.png


How can I implement the aforementioned logic? What exists behind the scence that prohibits the transition from Pending to Approved?

Thank you in advance,
Smith.


 

1 ACCEPTED SOLUTION

Hi @Smith Johnson 

 

Select Time Sheet Policies from left navigator and see what policies you have. If you have not configured custom policies then default policy is applied to all users. you can make changes to the fields highlighted in the screenshot below.

 

SwapnaAbburi_0-1740668421646.png

 

View solution in original post

5 REPLIES 5

priyatam_pvp
Tera Guru

@Smith Johnson 

Can you change the business rule to After insert and try?

Please mark it helpful,
Regards
Priyatam

JenniferRah
Mega Sage

What is the business requirement here? If you auto-approved a time card each time it was inserted, nobody would be able to log time since it locks down the time card once it's approved.

Swapna Abburi
Mega Sage
Mega Sage

Hi @Smith Johnson 

I think you can update “project time approver” field on Time sheet policy record to “auto” to approve timesheets automatically. No custom business rule is required.

Hi @Swapna Abburi , could you please guide me on which table and field(s) I should work on?