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workflow rule

Hello. I have one final query relating to a workflow rule. I need to send alerts to managers and reviewers of tasks in situations when the following occurs:

Actual Effort plus Remaining Effort is longer than the estimated work.

Again, I am having difficulty with creating the formula to create this. Any help would be appreciated.

Regards

Mike

Michaelleecollard1982 Answered

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Hi Mike,

Are people updating actual effort or submit timesheets?

Regards,
Tamir

Tamir Avital 0 votes
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Not sure if my previous had updated from my phone. The users will be updating actual effort.

Michaelleecollard1982 0 votes
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Hi, Tamir. Would you reccomend that staff update with submitting time sheets, or is it possible to create the formula using 'Actual Effort'?

Michaelleecollard1982 0 votes
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HI Michael,

Actually it is easier with updating actual effort and not via timesheet submission (which usually will also require change management). Basically you will need to create a validation rule on the WorkItem level that will have the Evaluation criteria of $ActualEffort > $Work && (isChanged($ActualEffort) || isChanged($Work)). Runtime should be upon creation / edited.

Please let me know if that makes sense.

Good luck!
Tamir

Tamir Avital 0 votes
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Hello, Tamir - That's fantastic, thank you. However - just a query from myself...why does the formula not work if I try to create this action as a workflow rule?

Michaelleecollard1982 0 votes
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Hi Michael,

What do you mean by "formula not work if I try to create this action as a workflow rule"? What are you trying to accomplish?

Regards,
Tamir

Tamir Avital 0 votes
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Hello Tamir, Apologies for any confusion. Basically, what I wanted to do was to create this as a Workflow Rule so that an automatic email will be sent to all managers and reviewers of tasks (via 'Set Action' 'Send Email' functionality) if the conditions are met. I've now accomplished this via a workflow rule, as initially I did not set the correct run time radio button (i.e - every time a record is created or edited)! All sorted, and thanks for your help with this.

Michaelleecollard1982 0 votes
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How would we do this if we are having Actual Effort updated by Timesheets?

Chana Lewis 0 votes
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