---
schema_version: "1"
id: c1b9cf9d8b7bd726fd978524f890fc6a5ef0d6c074a3c969b48ea12c3a38dcd1
title: Set up Bulk Time Sheet Actions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_tmsht_set_up_bulk_timesheet_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_tmsht_set_up_bulk_timesheet_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0d715b8680103b92bfda2f5afcb816c9111df2e7f1520006c64947e6a2099089
description: 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.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: All editions of Field Service Plus for Energy and Utilities, and all editions of Asset Service Lifecycle Management</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d13101e60">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e60 ">To access flow templates</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e60 ">Labor Cost Optimization Admin</td>

          </tr>
        </tbody>
      </table>

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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:12.5%">
          <col style="width:12.5%">
          <col style="width:25%">
          <col style="width:12.5%">
          <col style="width:12.5%">
          <col style="width:25%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13101e103">Flow
              Template Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13101e106">Usage</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13101e109">Flow Template Description</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13101e112">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13101e115">Action/Button Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13101e119">URL</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Flow Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e103 ">Approve Time Sheets</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e106 ">Desktop</td>

            <td data-label="Flow Template Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e109 ">
              <p style="margin-bottom:0;">Approves time sheet records, and updates their associated time
                sheet entry and time
                sheet entry item records.</p>
            </td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e112 ">Time Sheet</td>

            <td data-label="Action/Button Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e115 ">Approve</td>

            <td data-label="URL" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e119 ">/flow/FLOW_API_NAME?retURL=1ts?recent</td>

          </tr>
          <tr class="">
            <td data-label="Flow Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e103 ">Approve Time Sheet Entries</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e106 ">Desktop</td>

            <td data-label="Flow Template Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e109 ">Approves time sheet entry records and updates their associated
              time sheet
              records.</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e112 ">Time Sheet Entry</td>

            <td data-label="Action/Button Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e115 ">Approve</td>

            <td data-label="URL" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e119 ">/flow/FLOW_API_NAME?retURL=1te?recent</td>

          </tr>
          <tr class="">
            <td data-label="Flow Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e103 ">Approve Time Sheet Entry Items</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e106 ">Desktop</td>

            <td data-label="Flow Template Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e109 ">Approves time sheet entry item records.</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e112 ">Time Sheet Entry Item</td>

            <td data-label="Action/Button Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e115 ">Approve</td>

            <td data-label="URL" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e119 ">/flow/FLOW_API_NAME?retURL=1ct?recent</td>

          </tr>
          <tr class="">
            <td data-label="Flow Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e103 ">Reject Time Sheets</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e106 ">Desktop</td>

            <td data-label="Flow Template Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e109 ">Rejects time sheet records, and updates their associated time
              sheet entry and time
              sheet entry Item records.</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e112 ">Time Sheet</td>

            <td data-label="Action/Button Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e115 ">Reject</td>

            <td data-label="URL" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e119 ">/flow/FLOW_API_NAME?retURL=1ts?recent</td>

          </tr>
          <tr class="">
            <td data-label="Flow Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e103 ">Reject Time Sheet Entries</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e106 ">Desktop</td>

            <td data-label="Flow Template Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e109 ">Rejects time sheet entry records, and updates their associated
              time sheet
              records.</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e112 ">Time Sheet Entry</td>

            <td data-label="Action/Button Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e115 ">Reject</td>

            <td data-label="URL" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e119 ">/flow/FLOW_API_NAME?retURL=1te?recent</td>

          </tr>
          <tr class="">
            <td data-label="Flow Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e103 ">Reject Time Sheet Entry Items</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e106 ">Desktop</td>

            <td data-label="Flow Template Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e109 ">Rejects time sheet entry item records, and updates their
              associated time sheet entry
              and time sheet records.</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e112 ">Time Sheet Entry Item</td>

            <td data-label="Action/Button Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e115 ">Reject</td>

            <td data-label="URL" class="slds-cell-wrap" style="vertical-align:top;" headers="d13101e119 ">/flow/FLOW_API_NAME?retURL=1ct?recent</td>

          </tr>
        </tbody>
      </table>

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

- [Page Layouts](https://help.salesforce.com/s/articleView?id=platform.customize_layout.htm&language=en_US)