Allow notes for Reopen Timesheets

Hi Janice, 

We will add this to our Change Requests.  There is another option for you though, you can create a custom action that both reopen the time sheet and add a reason for the reopen that can either be entered into the "comment" field or into a custom field on time sheets. 

Let me know if you need further clarification on how to do this (if it's relevant of course).

Thanks Helena,

Your suggestion works for me but i need your help to provide me the steps and syntax especially. I am having hard time to create even a simple custom action

Gladly!  

Create a new custom action on the Time Sheet subsystem

You can set your permissions and evaluation criteria as needed, for example, in the evaluation criteria, you may only want this Custom Action to be available on time sheet entries that are in the state "Submitted" so you would enter:

$State = 'Approved'

In the user input section (section 4), click on the checkbox, and then enter a label for the variable, such as "Reopen reason" and select the "Text Area" type, and choose this field to be mandatory (assuming of course that it is mandatory). 

In the set actions section (section 5), select the "Change State" action and enter  'Un Submitted' (with quotes). 

Then Add Another Action and choose "Update Field", and select the Comment field, or any other custom text area field you created on time sheets.  Enter the variable name from the input section as the value for this field.  (You can find the variable name by clicking on the "Formula Options" link and selecting the variables tab. )

Enter a success message in section 6, and then just click save and be sure to enable the custom action. 

When you access the "Approvals" section of the timesheets, you can then select a time sheet and click on "go to timesheets" and run the custom action on the selected entries. 

Hope this helps :)

Hi Helena,

Thanks for the steps. I tried every step recommended but looks like it's going to create a textbox for the submitter instead of the approver? Please correct me if i am wrong as i could not make this work. I did not get a textbox when I tried to reopen a timesheet.

Appreciate your help.

Thanks!

Hi Janice, 

To run the custom action, you have to click on the "Custom Action" menu option from the toolbar and then select the custom action you created. 

That should do the trick.

Hi Helena,

I tried your trick, it worked but i had to change the $State = 'Approved' to 'Submitted'. And it replaced the previous comments staff made to the item with my reopen reason instead. Is it supposed to be the case?

Appreciate your advice.

Thanks!

Hi Janice, 

A couple of things:

1. It didn't change the state of the objects for you?  Did you try to refresh first? as the Change state happens only after refresh (it's an action that runs on the "job server" - which basically means you need to refresh)

2. to keep the original comments that the user entered, then change the "Update field" action's value to:

$Comment + variable

where variable is the name of the variable you entered in section 4.

Hope this helps :)