Issues Creating A Workflow Rule To Prevent Users From Turning The "Reportable" Toggle Off On A Work Item When The Work Item Has Time Entries Without A Bill Line Item Tagged
I was trying to add some configurations that will prevent the Reportable toggle from being turned off on a Work Item if there are time entries against the work item that do not have a Bill Line Item associated with them. This will prevent time entries from not being picked up by our billing engine due to the Reportable toggle not being on.
To achieve this, I did the following:
- Created a new Custom Field (Relation Summary) on the Work Item level called # of Timesheets With No Bill Line Item that counts the number of time entries on the Work Item without an associated Bill Line Item
- Created a new Validation Rule on the Work Item level called Work Item Governance - Prevent Sub-Tasks When Parent Has Time Entries With No Bill Line Item that does not allow you to create a sub-task if the parent has Time Entries without a bill line item (As this automatically toggles the parent Reportable toggle off)
- Created a new Validation Rule on the Work Item level called Work Item Governance - Restrict Turning Off Reportable Toggle that does not allow you to turn the reportable toggle off if there are Time Entries on the Work Item without an associated Bill Line Item
Unfortunately, when I try to roll-up the "# of Timesheets With No Bill Line Item" field, adding a sub-task when time is pending on the parent cannot be achieved because the field then rolls up an additional level (Not sure if this is a bug). To compensate for this, I added a second roll-up field called "Rolled-Up # Of Timesheets With No Bill Line Item". This is a roll-up of the field "# Of Timesheets With No Bill Line Item" I created above. The rules then look to see if either one of these fields are not 0. This seems to function correctly, except now, we cannot submit any time.
Any suggestions on how to achieve this?
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