fbpx

Setting up Timesheet Approval

There are two options for setting up an approval process for Timesheets

  1. Set up a standard Salesforce approval workflow
  2. Use Arrow’s custom Timesheet Approval component (see below on how to set up)
    timesheet approval component

Setting up Timesheet Approval component

  1. By default Arrow does not ship with Timesheet Approval tab enabled
    (Note: This component can also be placed on a Project record page, to work on a per Project basis)
    • Navigate to Setup -> Tabs and add a new Lightning Component Tab
    • Use the apollo:TimesheetApproval component
  2. Next you need to switch the Approval Mode on the Timesheet component itself
    • Navigate to a Timesheet and select Edit Page
    • Update Time Entry Approval Mode to Status Only
    • Now by using the Submit for Approval button on the Timesheet, the Status will be updated for every related Time Entrysubmitted timesheet
  3. Now when navigating to the Timesheet Approval tab created earlier, you should see all Projects owned by your User which have submitted Time Entries

Go to Top