Create a Backup Timesheet Approver |  | Learn with Rego

Document created by navzjoshi00 Champion on Nov 3, 2016Last modified by navzjoshi00 Champion on Feb 3, 2017
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Dear Community Members,


In today's Q&A, we'll guide you through a few CA PPM (Clarity) tasks you've asked about, like how to create a backup timesheet approver for every Resource Manager.


We also have a free Forrester Agile Report available for download here and five new releases available from the regoXchange in our Countdown to CA World 2016, including the deck for a Time Entry and Approval Course and free QRCs (quick reference cards) covering the Resource Profile Overview, Mobile Time Approval, Using the Resource Finder, and Updating the Resource Calendar.


Several additional free trainings and events, like a half-day of Jaspersoft training and regoUniversity technical, functional, and governance classes for CA PPM, are available at the bottom of this Q&A. 




1. How do you modify a query-based lookup in the 14.4 environment? 


2. Is there a creative way to export portlet data to XML?


3. How can we make a backup Timesheet Approver?


4. Can I get some documentation on the MSP connector procedure for an upgrade?


5. What's the trick for removing the Submit for Approval Button?


Please feel free to comment on any alternative answers you've found.


We love your input (always).



1. Why can't I modify my new dynamic query lookup in our 14.4 environment?


Starting in 14.3, once a lookup is associated to something, the query can’t be modified. You'll need to XOG it out, make the change, and XOG it back in.  



2. Does anyone have a creative solution to export portlet data to an XML file?

Various tips . . . 

> Use WSDL to get data in XML format.

> The export of data from a portlet in Excel can be saved as XML.

> Javascript bookmarks will export the data to XML. This one is really cool. No development required.   



3. We want a backup resource for every Resource Manager. When the resource submits the timesheet, it should send the action item to both the backup and RM. I know we can create an “admin” resource and use that. But we'd like a different resource for each RM. In the timesheet process, it won’t allow me to select this custom field. 


Add the resource as a linked object to the Timesheet object on the process:
Then, when selecting the Assignees for the action item, select the Resource object under Resource Fields:
You’ll then be able to pick a custom field you created on the Resource object to store the additional Timesheet Approver:


4. Has anyone created or seen any documentation on how to uninstall and reinstall the MSP connector during an upgrade?

This thread covers the topic.


It's not necessary to do a clean uninstall. Try to install the new connector on top of the old one. If you run into any problem, the clean uninstall steps are included in the attached document below named Clarity 14.x - Steps for Reinstalling the MSP Connector.DOC. 


(This document is generic to 14.x and points out when the legacy connector should be used.)


5. Can the “Submit for Approval” button be removed using UI Themes?  

The code is as follows, and a great guide to finding the code is attached below, named Removing_Buttons_guide_v1_1.docx.

/* hides submit for approval */


THANK YOU------------------------------  

A special thanks to Mike Gillespie, Atul Kunkulol, Rob Greca, Vipin Chouhan, Chris Shaffer, Joshua Leone, Jenn Rinella, Richard Shapiro,

Daniel Greer, James Gille, Virgina DeCeglia and the Rego Team for this Q/A material.


Half-day classes in Jaspersoft or Portfolio Management are Free and Limited.


Rego is releasing 50 CA PPM training items to celebrate the Countdown to CA World! 



Jaspersoft 6.2.1 has new features! See what's new. 




JOIN US------------------------------  

CA World in Las Vegas, NV: Nov 14-18, 2016. 

Rego Main Booth: 6007 /// regoUniversity Booth: 6002 /// Agile with Icon Booth: 6005.

regoUniversity 2017 at La Cantera Resort & Spa -

San Antonio, TX: April 23-27, 2017. 

Hands-on CA PPM Training with over one hundred companies who use the tool daily.

Click here for Early Bird Pricing.

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