Enable Time Tracker for Other Objects

    The Inspire Planner Time Tracker allows users to view and log time spent on each project task. When you enable Time Tracker, it is enabled for Salesforce Tasks by default. However, you can also enable Time Tracker for other Salesforce objects, both standard and custom objects, so that you can log time against them. 

     

    For example, if you would like to be able to log time spent working on Cases, you can choose to enable Time Tracker for Cases. This means that you will be able to log time against Cases in 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.

     

     

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


    Tags

    AdministrationTime Tracker

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