Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Suggested answer

Workflow for timesheet approval

(0) ShareShare
ReportReport
Posted on by 302
We have a condition in the timesheet approval workflow that two users should approve. First the project manager, and then the manager. Sometimes the project manager and the manager is the same user. This implies that this user must approve twice, which is not preferable.
 
Is it possible to add a condition that auto-approves the second approval if the project manager and manager is the same user? If so, how? 
  • Gaute K Profile Picture
    Gaute K 302 on at
    Workflow for timesheet approval
    Anyone?
  • Gaute K Profile Picture
    Gaute K 302 on at
    Workflow for timesheet approval
     
    I am aware of the automatic actions condition, but what do the conditions have to look like?
     
    This must work for all users where the project manager and manager is the same person, so I cannot specify a specific user ID in these fields.
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Workflow for timesheet approval
    Hi,
    You can add a condition that auto-approves the second approval if the project manager and manager are the same user in the workflow. You can use a "Condition" action to check if the project manager and manager are the same user. If they are the same user, then you can configure the workflow to automatically approve the second approval. This way, you can avoid the situation where the same user has to approve twice.
    Or you can customize a new role, like Project Manager & Manager, and then assign this role to a user, so that only that role is needed to approve, avoiding the problem of the same user must approve twice.
    Best regards,
    Kevin
  • Suggested answer
    Komi Siabi Profile Picture
    Komi Siabi 12,712 Most Valuable Professional on at
    Workflow for timesheet approval
    Hello Gaute,
     
    You can use the automatic action to auto approve/Reject based on a condition.
     
     
     
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,307 Most Valuable Professional on at
    Workflow for timesheet approval
    I dont think so this is possible to auto approve, because automatic action works based on the query available in the form based on the fields available, in your case there is no fields to capture the same.
     
    You need to have two time approval and that is the only option in standard unless you do some customization, small one.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,431 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,503 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans