Hi Paul,
How do you approve the app? Via a customer action or you just change the state?
Regards,
Tamir
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PTO - The requester can approve the request
We are just going live with Clarizen, really liking the PTO app idea, so have installed but when testing I am able to make a request and approve it how can I make it that only the direct line manager can approve, and or the Admin
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We are not using the App to approve, the email comes through and allows the raiser to via the email link approve.
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Hi Paul,
Please add the following Evaluation Criteria to the "Approve Reject PTO" InterAct rule that comes with the application:
Catch($OpenedBy.DirectManager,NULL) = EmailObject.SentBy || CurrentUser().Admin = Catch($OpenedBy.DirectManager,NULL)
Good luck!
Tamir
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Hey Paul, I have followed these instructions and worked out what to do but there is an issue. You may want to open the ticket again with the below description (as it looks like problem with the original PTO code)
"I have gone into the InterAct function and put the string...
Catch($OpenedBy.DirectManager,NULL) = EmailObject.SentBy || CurrentUser().Admin
...into the evaluation criteria field as suggested however there is an error displayed.
One or more fields are invalid, please review form
This error refers to a line of code in "$start date" field which is...
ToOrganizationalDateTime($C_PTOFrom) . It doesnt recognise the code in bold
Thanks
Dominic Crowley
Head of Change - Mobile Sector
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Hi Dominic,
You should try to edit the evaluation criteria:
Catch($OpenedBy.DirectManager,NULL) = EmailObject.SentBy || CurrentUser().Admin = Catch($OpenedBy.DirectManager,NULL)
I'm not sure what is the other error is related to. I would suggest contacting your CSM for further guidance.
Good luck!
Tamir
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