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Project Service Automation forum

Auto approve Timesheet Entries Workflow

Posted on by 1,846

Hi All,

Im trying to make a workflow to auto approve the time entries as they are created. I dont want a project manager approval.

On Create of record on Project Approval, the workflow as is follows

if Project Approval:Record Stage Equals Submitted

Update Project Approval : Record Stage to Approved

It approves but hours does not add up in the actual hours of project. If approved manually it adds up to the actual hours.

What can be the possible issue or workaround?

Categories:
  • VTrasula Profile Picture
    VTrasula 5 on at
    RE: Auto approve Timesheet Entries Workflow

    Hi Himanshu..

    Did you find any auto approval process for Time Entries.

  • Suggested answer
    Matthew Lazowski Profile Picture
    Matthew Lazowski 3,163 on at
    RE: Auto approve Timesheet Entries Workflow

    Click on the first link that is working.

    The second link is a link to Microsoft Docs, so if MS moved the page you need to find it yourself. Analyse the text in the URL and it may help you. Good luck!

  • himanshu rawat Profile Picture
    himanshu rawat 90 on at
    RE: Auto approve Timesheet Entries Workflow

    HiiMatthew Lazowski,

    your link is not working can you share some more  information how it is possible to do it with the help of workflow  

  • Suggested answer
    Matthew Lazowski Profile Picture
    Matthew Lazowski 3,163 on at
    RE: Auto approve Timesheet Entries Workflow

    Hello M N,

    I had a similar issue. Microsoft PSA seems to no longer allow changing the status of a time entry directly via a workflow.Now instead you need to use a standard PSA action to approve a time entry automatically. It resolved the issue for me.

    You can read about these standard actions here: www.linkedin.com/.../ and here: docs.microsoft.com/.../projectservice.

    You can call them from a workflow, Flow, JS or plugin.

    I hope it helps.

    Matthew

  • Chickyd Profile Picture
    Chickyd 185 on at
    RE: Auto approve Timesheet Entries Workflow

    Hi

    This workflow has broken for me since I updated my dynamics instance. The system now seems to revert to only allowing Project Managers to approve time entries, despite this workflow being active, and having worked perfectly up to now. I have a lot of time entries now failing when submitted with this workflow to auto approve.

    Any ideas what may have changed?

  • MNarmeen Profile Picture
    MNarmeen 1,846 on at
    RE: Auto approve Timesheet Entries Workflow

    True that, but sometimes the client requires some functionality which needs OOB to be overridden.

    Thanks alot for the suggestion of making it a background workflow. It works like a charm.

    Cheers!

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