Enable Time Tracker for Other Objects

The Inspire Planner Time Tracker makes it easy for users to view and record the time they spend on project tasks.

By default, Time Tracker is enabled for Salesforce Tasks. However, you can also enable it for other Salesforce objects—including both standard and custom objects—to allow time logging on those as well.

For example:

If your team needs to track time spent working on Cases, you can enable Time Tracker for the Case object. Once enabled, users will be able to log time directly against individual Cases using the Time Tracker.

This help article will show you how to enable Time Tracker for other Salesforce objects.

Enable Time Tracker for Objects

This section will walk you through how to enable Time Tracker for Salesforce Objects.

1. Click on the App Launcher and enter Inspire in the Search box. Then go to Inspire Planner Settings.
   
   
    
2. Make sure that Time Tracker is enabled.
   
   
    
3. Next, enable "Create custom time tracking Visualforce pages for the following objects".
   
   
    
4. Then, you will need to search for and select the objects in "Tracked Objects". Add all the objects you would like to be able to log time against.
   
   
    
5. Click on Save when finished.
   
   

Set Field-Level Security for Look-up Fields

When you enable Time Tracker for an object, it creates a look-up field in the Inspire Planner Time Entry object to the object you enabled it for.

For example, if you enable Time Tracker for Case, then you will now find a look-up field to Case in the Time Entry object. This is so that when you log time against a case, the time entry is linked back to the Case.

You will now need to set the field-level security for these look-up fields to "visible".

1. Click on the Gear Icon at the top right corner and go to Setup.
   
   
    
2. Go to Object Manager.
   
   
    
3. Enter "time entry" in the Quick Find box at the top right and click on Time Entry.
   
   
    
4. Go to Fields & Relationships.
   
   
    
5. Click on the look-up field for the objects you enabled Time Tracker for. It should say the object name (Time Tracker). For example, if you enabled Time Tracker for Case, then you will see a field called "Case (Time Tracker)".
   
   
    
6. Click on Set Field-Level Security.
   
   
    
7. Set it to "Visible" for all profiles and click on Save.
   
   
    
8. Repeat the steps above for all the look-up fields to all the objects you enabled Time Tracker for.

A Note About Enabling Time Tracker for Other Objects

When you enable Time Tracker for another Salesforce object (like Cases or a custom object), Inspire Planner automatically sets things up behind the scenes so you can use the Time Tracker with that object. This includes creating a VisualForce page and component that allow time to be logged.

The VisualForce page is created using the current Salesforce API version. Over time, Salesforce updates this version, but the page created by Inspire Planner won’t automatically update to the newer version.

You will need to manually update the API version to take advantage of new features or improvements. 

For more information on how to log time, please see the related article here: Time Tracker.