Weekly Time Cards - Roll up individual records to related entity record based on created date

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Posted on by epark06

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Currently I have users submitting multiple timecards per day. For reporting purposes, I want to create weekly timecards for each user to track their utilization for that given week (sum of durations)/40).

I feel this is possible if I create a new Weekly Timecard entity and pre-create weekly timecards for each user, but my issue is once an individual timecard is created, I want to automatically relate that timecard to the correct weekly timecard based on the created date of the timecard.

I have already created a lookup field on the individual Timecard entity. Once I can get the individual timecards to roll up into the correct Weekly Timecard record, then I can use a rollup field to calculate the sum of durations, then divide by 40 to get the weekly utilization for each user.

Your help would be much appreciate, thanks.

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ashlega 34,477 on at

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RE: Weekly Time Cards - Roll up individual records to related entity record based on created date

Hi,

this kind of linkage would likely require a plugin/custom workflow activity since that would involve a "query".