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Set up Bulk Time Sheet Actions

To bulk approve timesheets and automatically update the associated time sheet entries and time sheet entry items, set up the flows and buttons in the record page and list layouts.

Required Editions

Available in: Lightning Experience
Available in: All editions of Field Service Plus for Energy and Utilities, and all editions of Asset Service Lifecycle Management
User Permissions Needed
To access flow templates Labor Cost Optimization Admin

Use flow templates available in Timesheets and Labor Cost Optimization to bulk approve timesheets and associated objects. Clone the flow templates, activate them, and add actions to the record pages and list views.

Flow Template Name Usage Flow Template Description Object Action/Button Name URL
Approve Time Sheets Desktop

Approves time sheet records, and updates their associated time sheet entry and time sheet entry item records.

 Time Sheet Approve /flow/FLOW_API_NAME?retURL=1ts?recent
Approve Time Sheet Entries Desktop Approves time sheet entry records and updates their associated time sheet records. Time Sheet Entry Approve /flow/FLOW_API_NAME?retURL=1te?recent
Approve Time Sheet Entry Items Desktop Approves time sheet entry item records. Time Sheet Entry Item Approve /flow/FLOW_API_NAME?retURL=1ct?recent
Reject Time Sheets Desktop Rejects time sheet records, and updates their associated time sheet entry and time sheet entry Item records. Time Sheet Reject /flow/FLOW_API_NAME?retURL=1ts?recent
Reject Time Sheet Entries Desktop Rejects time sheet entry records, and updates their associated time sheet records. Time Sheet Entry Reject /flow/FLOW_API_NAME?retURL=1te?recent
Reject Time Sheet Entry Items Desktop Rejects time sheet entry item records, and updates their associated time sheet entry and time sheet records. Time Sheet Entry Item Reject /flow/FLOW_API_NAME?retURL=1ct?recent
  1. Clone the Flow Builder templates available with Timesheets and Labor Cost Optimization. You must create at least one flow from each of the templates listed earlier.
    1. From Setup, find and select Flows under Process Automation.
    2. Click the flow template that you want to clone. For example, click Approve Time Sheets.
    3. Click Save As on the header of the flow builder and enter a flow label and a flow API name.
    4. Save your changes.
    5. To activate the flow, click Activate.
  2. Create an action to approve or reject a record, and add it to the record page.
    You can approve or reject a time sheet, time sheet entry, or time sheet entry item record. Repeat these steps to add a button to each record page.
    1. From the object management settings for the object you want to add a button to, go to Buttons, Links, and Actions. For example, go to the object management settings for Time Sheet.
    2. Click New Action.
    3. In Action Type, select Flow.
    4. Add a label and a name. For example, enter Approve .
    5. Save your changes.
  3. Add the button to the page layout of a record.

    You can add the approve and reject actions to the time sheet, time sheet entry, or time sheet entry item record pages. Repeat these steps to add a button to each record page.

    1. From the object management settings for the object you want to add a button to, go to Page Layout. For example, go to the object management settings for Time Sheet.
    2. Click the page layout for the object. For example, click Time Sheet Layout.
    3. Click Mobile and Lightning Actions.
    4. Under Salesforce Mobile and Lightning Experience Actions, click Override the Predefined Actions.
    5. Drag the action from Mobile and Lightning actions to Salesforce Mobile and Lightning Experience Actions. For example, drag Approve .
    6. Save your changes.
  4. To approve or reject one or more records, create an action and add it to the record list view.

    You can approve or reject either time sheet, time sheet entry, or time sheet entry item records. Repeat these steps to add a button to the list view of each record.

    1. From the object management settings for the object you want to add a button to, go to Buttons, Links, and Actions. For example, go to the object management settings for Time Sheet.
    2. Click New Button or Link.
    3. Add a Label and Name. For example, enter Approve .
    4. For Display Type, click List Button and select Display Checkboxes (for Multi-Record Selection).
    5. Add the link of the flow that you want to trigger with the button in this format using the API name of the flow: /flow/FLOW_API_NAME?retURL=1ts?recent.

      For example, if the API name of your cloned flow is Approve_Time_Sheets, enter the link /flow/Approve_Time_Sheets?retURL=1ts?recent

    6. Save your changes.
  5. Add the button to the page layout of a record.

    You can add the approve and reject button to the time sheet, time sheet entry, or time sheet entry item record pages. Repeat these steps for each record page where you want to add a button.

    1. From the object management settings for the object you want to add a button to, go to List View Button Layout. For example, go to the object management settings for Time Sheet.
    2. For the list view layout for the object, click Edit .
    3. Under Custom Buttons, move the button you created in the previous step from the Available Buttons column to the Selected Buttons column.
    4. Save your changes.

See Also