Rejection & Recall comments on Time Entries

August 31, 2024 priyeshwagh777 Project Operations customization, Project Operations, time entries

In case you are wondering where are the Rejection Notes in case you need to run reporting on Rejected Time Entries and Approvals – and what you could potentially do with this – this short summary should help.

Rejecting Time Entries Notes

Let’s look at Rejecting the Time Entries Submitted by a Resource –

When you see a Submitted Time Entry. You can choose to Reject a Time Entry.
When you click on Reject, you’ll be asked to enter the Notes.
And then you open the Time Entry record itself, it’ll be in the Notes of the Time Entry record on the Form.

And that’s where it is which you can choose to send it out to the Resource i.e. upon creation of a Note where Regarding is set as Time Entry. But hang on! There’s another type of Notes that gets attached to the Time Entry as well. See next section –

Recalling Submitted Time Entry Notes

Let’s look at Rejecting the Time Entries Submitted by a Resource –

When you have submitted a Time Entry and the same has been Approved, you can choose to Recall it using this button as shown below –
And then you recall a Submitted Time Entry as opposed to recalling a Draft Time Entry, you’ll be asked to enter the Notes/Reason for recalling an Approved Time Entry as below –
And these Notes too go on the Time Entry record itself.

So, the bottom line is – If you want to send out the Notes to different audience based on where the Note came from – do it alongside identifying the field “Entry Status” so that you know if the Note is supposed to be sent to the Approver or the Bookable Resource.

Here are some Power Automate posts you want to check out –

Thank you

Hide Custom Ribbon Button [Easy Way] – Ribbon Workbench

February 19, 2020 priyeshwagh777 CRM with .NET Web Applications, Ribbon Workbench customization, D365 Ribbon Customization, Ribbon Workbench

Ribbon Workbench – At times, you have some custom ribbon buttons in place. And you don’t really want to delete it and lose the configuration, but just hide it temporarily. Here’s what I usually do!

So, this is your custom button called Promote on the Account form, for example.

And you want to temporary hide it. And you can’t simply right click and select Hide.

Just like you can simply right-click and select Hide on any other OOB button and your job is done

Enable Rule Command

Add a Display Rule to the Command attached with the button you have.
Now, select Value Rule in the Display Rule section.
And simple Invert Result = True
And your button is hidden!

Hope this quick tip helps!! Cheers!!

Set Lookups in Xrm.WebApi D365 v9 correctly. Solving ‘Undeclared Property’ error

November 22, 2019November 22, 2019 priyeshwagh777 CRM with .NET Web Applications, Customizations, Dynamics 365, dynamics 365 customization customization, dynamics 365 web api, javascript

Using Xrm.WebApi needs you to be careful with the field names and what to use when. Especially, when you are dealing with Lookups.

One of the most common errors you’ll come across is the one like below – “An undeclared property (fieldname you entered) which only has property annotations in the payload but no property value was found in the payload.”