7.6.18 How to Automate Timesheet Creation

Owned by Former user (Deleted), created
2020-10-02
1 min read

Challenge

How to quickly and easily create Timesheets for time based invoicing when using items flagged as time tracking relevant.

Solution

Creating your own custom trigger on Campaign Item to create and assign Timesheets where relevant.

Setup

Go to Setup > Object Manager > Campaign Item > Triggers > New

Create a custom trigger which meets your custom needs. For example, you could create a trigger to create timesheets per Line Item, per month per Line Item or even per month on a Media Campaign. All of which require creation of a custom trigger as well as adding new fields to the Timesheet Object in order to make the necessary connections.

If you need assistance in creating your trigger, please talk to your Technical Account Manager about automated Timesheet creation (note: this is an ADvendio internal link which will not be available to external viewers).

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