Understanding time allocation:
Users typically enter their time directly against projects or activities. For example, a user may enter 8 am to 12 pm on their timesheet and then choose the project or activity for that work segment.However, if a user regularly switches tasks, it can be cumbersome to create individual time entries or punch in and out each time they start something ...
Changing the default time off type for bookings:
You can change which type of time off is selected by default when you create a new time off booking. You should set the default to the time off type you use most frequently – this will save you from having to remember to select this type when you make bookings.
To change the default time off type:
Click the icon in the top, right-hand corner o...
Polaris API user guide:
Getting Started with the Polaris APISetting up a Polaris accountSetting up account licenses and permissionsAccessing the Polaris APIPolaris API example queries...
Polaris API example queries:
With GraphQL, there is only one endpoint, so you’ll need to write a query to specify what data you want to fetch or modify.To use the Playground, you must be logged in to your instance, and your endpoint path must match the swimlane where your instance is hosted.Note: When you make queries from the GraphQL Playground, you’re making changes to y...
Accessing the Polaris API:
You can access the GraphQL Playground by appending /graphql to your Polaris PSA URL, after replicon.com: https://psa-na7.replicon.com/graphqlNa7 represents the swimlane where your Polaris PSA instance is hosted. It could be sb1, na3, eu1, etc.You can use the Playground environment to send test queries to your Polaris PSA endpoint.An...
Setting up account licenses and permissions:
Product licenses determine what features you have access to, and permissions limit what actions you can perform and what data you can work with. Both are assigned to user accounts in user profiles.License and permission limits apply to both the Polaris PSA application and the API.For example, if a user has permission to edit projects as a project m...
Setting up a Polaris account:
You’ll need a Polaris PSA instance and user account to call the operations for your integration. You can sign up for a trial instance here.However, you may want to use a sandbox account for testing and developing your API applications, for two reasons:To protect your production data.To use the sample database, if it isn’t installed on your prod...
Getting Started with the Polaris API:
To start using the API:
Sign up for a Polaris PSA account, and log in.
You can request a sandbox account, if you don’t want to test using your production instance of Replicon.
Access the Polaris GraphQL Playground and schema.
Make a test query and evaluate the response....
Timesheet keyboard shortcuts:
These are the keyboard shortcuts available for configurable timesheets.
Navigating the timesheet
Tab
Moves focus to the next timesheet fields
Shift-Tab
Moves focus to the previous timesheet fields
Arrows
Move focus between timesheet cells
Enter
Selects the current field or cell
Esc
De-selects the current field or cell
Ctrl-Alt-t
Adds a...
Attaching a receipt to your expense entry:
While entering expenses, you can attach receipts to an expense sheet as proof of your expenses. The expense approvers verify the expenses and the receipts you added before approving your expenses.
You can upload receipts using a number of formats, including .png, .gif, and .jpg. Refer to File formats supported when uploading expense receipts fo...