Need assistance with creating a process to auto-approve timesheets

[Legacy User]

We would like to create a process (or job) to automatically approve Clarity timesheets.  Any suggestions how to do this?

 

Thank you!

 

Angela Isaacs

[navzjoshi00]

Check this -

 

https://communities.ca.com/message/101830578#101830578

 

NJ

[navzjoshi00]

https://communities.ca.com/message/2282069#2282069

 

NJ

[navzjoshi00]

If you have access to the GUC sandbox, you can take a look at the "Conditional Automatic Approval" process as an example.

 

https://cppm1109.ondemand.ca.com

 

NJ

[navzjoshi00]

Also, check this -

Setting Timesheet Status with SQL

https://communities.ca.com/message/20564831#20564831

 

NJ

[Legacy User]

Thank you for the links.  I found both of these during my research however more assistance is needed.  We are a small team.  Most of my training so far is OJT, no formal CA training yet.  We are running V13.1

and want to auto approve all timesheets where hours are 40 or more.  I have reviewed the workflow for the Project Manager Approval process but have not been successful in creating an automated process.

 

Any additional help is appreciated.

 

Angela Isaacs

[navzjoshi00]

I've attached the screenshot from a simple timesheet aotu-approve process for your reference (with the condition you look for) that I created on the GUC sandbox

 

Hope this would help !

 

Happy Friday and have a nice weekend

 

NJ

Attachment(s)

Timesheet auto-approve if timesheet hours greater than or...docx   722 KB 1 version

[Legacy User]

Thank you for the screen shots!  The process we created is very similar, see attachment.  We validated and activated however when we test, the process is never initiated.

 

Any suggestions?

 

Thanks,

Angela Isaacs

Attachment(s)

CA PPM Conditional Automatic Approval Process.docx   356 KB 1 version

[Anon Anon]

Your users will need to have the relevant access-right to "start" the process.

 

Perhaps you have missed that?

[Legacy User]

Our basic user group has access to "start" the process.

 

Thank you!

[Anon Anon]

Ok well there could be many horrible reasons why a process would not start - do any other processes run on your system? If not, then your "process engine" might not be set up correctly (or might not be running);

 

You would go into the admin menu to debug the "process engine" - there is a "Process Engines" option in the menu (which your admin user needs a specific right to see) - then you can look at the "Events" tab within that to see if the app is "sending messages" to the Process Engine (which wouldn't happen if the user did not have that "Start" access right) and also whether the messages are being received (and then processed) by the "Process Engine" - if the engine has fallen over you would see a lot of stacked up messages.  Debugging all this if something has gone wrong technically can be a nasty job though.

 

--

 

If other processes do run OK, then its reasonable to assume that there is just a problem with your new process though, and I have not looked in any detail at your screen shots so I will not comment on that just now.

[Legacy User]

David, thank you for your help.  We have not successfully run a process in this environment so my suspicion has been something

in the set-up.  Based on your reply, I believe our problem is in the Process Engine and how it was configured.

As I mentioned earlier we are a small team with limited experience.  Unless there are other recommendations I will probably open

a case with CA help desk.

 

Thanks,

Angela Isaacs

[navzjoshi00]

Can you check the process engine status ?

 

What do you see in the logs when the Timesheet status is Submitted ?

 

NJ

[Aurora_Gaimon]

That should not be so complicate.

You can create a condition than when TS is 40 or more hours gets auto-approved.

 

See screenshot with condition.

 

then in next step, you create a system action which sets status to "approved".

 

 

But you need to think what to do when it's less than 40h. Do they get rejected, etc... .. further steps, who gets notified, etc...

[Legacy User]

Thanks to Jeanne from CA!.  This has been a learning experience.  The process wouldn't run because our BG services were down in our DEV environment.

Started BG service and Process is working.

 

Thanks to all who replied with suggestions!

 

Angela Isaacs