I am creating an approval process on time sheet module. For this there will be 2 roles:
Manager
Employee
Scenario : When the employee submits the time sheet using a Task, the Task should change from
Submit → Submitted
An email should go to his manager.
On the same table the Manager can see, the employee’s time sheet.
He can either : Approve or Reject the time sheet by the employee using Task.
Can you please guide me to the correct path, any idea how this can be implemented?
I do have a rough idea, however its not fullproof.
Best answer by Mark Jongeling
Hi Rucha,
You can have two or three tasks depending on the desired implementation;
Submit timesheet (available to employee)
Approve timesheet (available to manager)
Disapprove timesheet (available to manager) - optional, otherwise merge 2 and 3 together
With role configuration, you can make sure the tasks are only available to the correct role.
Submit timesheet will start a process flow, or otherwise creates a record for a system flow to pick up and start sending an email to the manager of this employee.
@Rucha Naik Did Mark and Arie's answers help you solve this? If so can you please select which answer helped you most by selecting the best answer option.
@Mark Jongeling@Rucha Naik Alternatively, you could use a Context procedure to determine based on the Timesheet status which Task to show. This would also be a bit more robust if a Manager would have to Submit timesheets for himself too, which may or may not have to be approved by her/himself or another Manager.
Thanks Mark, I started having 3 process flows with starting point as the task. Each process flow work for various status change along with sending emails to respective recipients.
You can have two or three tasks depending on the desired implementation;
Submit timesheet (available to employee)
Approve timesheet (available to manager)
Disapprove timesheet (available to manager) - optional, otherwise merge 2 and 3 together
With role configuration, you can make sure the tasks are only available to the correct role.
Submit timesheet will start a process flow, or otherwise creates a record for a system flow to pick up and start sending an email to the manager of this employee.
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