Get Notified When a Proxy Submits or Approves SuiteProjects Pro Timesheets
If a user is submitting or approving timesheets on behalf of others (as a proxy), you can set up email alerts to stay in the loop.
To get an email when a proxy approves a timesheet:
1.Go to: Administration > Global Settings > Application Settings > Timesheet Settings > Notifications
2. Click Create and select Timesheet Approved Notification
3. Give your notification rule a name
4. Set the rule to trigger when all conditions are true
5. Add a condition:
Choose Was approved by proxy = Yes
6. Choose who should get the email
7. In the email message, include Proxy Approver and Proxied By to show who approved and who they approved for
To get an email when a proxy submits a timesheet:
1.Follow the same steps as above
2. This time, choose Timesheet Submitted Notification
3. Set the condition to Was submitted by proxy = Yes
4. Include Proxy Submitter and Proxied By in the email message
That’s it!
Now you’ll be notified whenever a proxy submits or approves a timesheet on someone else’s behalf.
