Hi,
We have received a request from auditors who need a file/report showing that timesheets for employees have been approved by project managers. I know that it is possible to see this by manually opening the workflow history of every line in the timesheet, but I would like to know if it is possible to generate a report that includes this information
This one requires customization and need a developer to do such kind of reports.
Thanks,
Girish S.
I am not a technical consultant, so unfortunately the link did not help. I appreciate your help so far, but I am still not able to solve this. Can this be solved directly in the browser (e.g Chrome), or does one need developer tools?
WorkflowTrackingTable will have a field "user" - You need to join UserInfo table to get the name of the worker. You can also DirPersonUser table to get the worker name against user Id in WorkflowTrackingTable.
In WorkflowTrackingStatus table you will have field named "ContextRecId" - This field will store the RecId of the TsTimesheetTable or TsTimesheetLine based on the workflow configuration(Line level or header level workflow).
Refer to the below blog which will help you to understand better.
http://daxingwitheshant.blogspot.com/2019/05/x-code-to-return-workflow-approver-name.html
Exactly how do I make this report? In the WorkflowTrackingStatusTable I see all timesheet lines, but there is no information about the person who approved the lines. In the WorkflowTrackingTable I can filter for "Approval" as you suggested, but I don't see how I can identify which timesheet line the approval refers to. We need a report where you can see the timesheet submitter and timesheet approver on the same line. Is this possible?
All the workflow details are available in above mentioned table. User who approved the workflow will be available in the above tables also.
There is a standard report to show the timesheet details like employees, project, timesheet hours. On the "All timesheets" form - On the action pane - Timesheet - Print - Print timesheet - That report contains basic details - You can refer to the report. But it doesn't include the user who approved the timesheet - You need to add the code from the above mentioned tables.
Thanks, but this does not seem to include all details. We need a report where you can see the timesheets and the name of the project manager(s) who have approved the lines in the timesheets. Is it possible to generate such a report?
Hi Gaute,
Yes its possible. Workflow related details will be stored in WorkflowTrackingStatusTable and WorkflowTrackingTable.
To get the Approved you can add a range on TackingType to Approval.
WorkflowTrackingStatusTable will have field named ContextRecid - that field will store the RecId of Timesheet tables.
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