To edit the Time details once they are approved
Administrator Setup (One-Time Step)
- Your Salesforce Administrator should first create a Notification Flow that alerts you when a user requests a status change on a time entry. This ensures you're notified as soon as the request is submitted.
Once notifications are enabled:
You will receive a notification when a user adds a comment requesting a change to an Approved time entry.
Go to the Time Review tab.
Locate the specific Approved time entry the user wants to modify.
Change the status from Approved to Awaiting Correction and click Save.
Add a comment in the Discuss tab confirming that the status has been changed and the user can now edit the entry.
The user will receive a notification.
They can then make the necessary changes to the time entry and resubmit it for approval.
Editing Approved Time Entries via the Time Header Tab
- Once you’re notified of a user’s request, go to the Time Header tab.
- Search for the approved Time Header, click the user’s name, and go to the subtabs section.
- Locate the specific time entry, click the Edit (dropdown) option, and set the status to Pending Approval. Save it.
- Back in the Time Header list view, change the overall Status (Approval Status) to Pending Approval or Awaiting Correction. Save it.
- Use the Discuss tab to inform the user. They’ll receive a notification, edit their time entry, and resubmit it.
