Accorto Parameters are used for various settings.
Go to Setup > Develop > Custom Settings
- Click on Manage Accorto Parameters
- Click on New (or edit existing)
Note that defining the First Day of Week is defined in the Payroll Processor now.
Examples Settings:
| Description | Name | Key | Value String | Value Int |
|---|---|---|---|---|
| Create Invoice from Project: Default query option for Project Line Fixed Charge Amount (default: ge: =>0) | InvoiceProject. queryFixedChangeAmt | InvoiceProject. queryFixedChangeAmt | eq|ge(default)|(empty)| | n/a |
| Project Workbench: Link | -any- | ShowWithNamespace | true|false(default) | n/a |
| Project Line Allocations: Save only changed allocations if more than x allocations | ProjectLineAllocation | ProjectLineAllocation | OnlyChanged | number of allocations |
| Pre-Billing detail records to be displayed (default: 600) | PreBillingRecords | PreBillingRecords | number of records |
Lookup Contents
You can use Parameters to define the fields to query and display for Lookup fields in the Lightning Time components.
| Key (value in Value String) | Description | Example |
|---|---|---|
| ALookup:sObjectType:1 | Fields for item title - separated by a comma "," | ALookup:opportunity:1 = Account.Name,Stage |
| ALookup:sObjectType:2 | Fields for item subtitle - separated by a comma "," | ALookup:Opportunity:2 = MyField__c,Name |
| ALookup:sObjectType:parent | Field in the selection record indicating the parent | ALookup:Opportunity:parent = AccountId (provided by default) |
| ALookup:sObjectType:recordParent | Field in the T+E Item indicating the parent for the field | ALookup:Opportunity:recordParent = accorto__Opportunity__c (provided by default) |
| ALookup:sObjectType:optional | If set to true, includes also records without a parent value (e.g. Opportunities w/o account) | ALookup:Opportunity:optional = false (default) |
| ALookup:sObjectType:restrict | SQL Were clause to restrict the selection options | ALookup:Opportunity:restrict = StageName='Closed Won' |
| ALookup:sObjectType:recordMatch | List Activity Type if Resource Price contains Activity Type for Project | ALookup:a__ActivityType__c:recordMatch = accorto__Project__c |
| ALookup:sObjectType:active | Checkbox (boolean) field name to determine if the record is used (active). Inactive records are displayed but cannot be selected | ALookup:Opportunity:active = IsPrivate (will then show only private records) |
| ALookup:sObjectType:status | String field name to determine if the record is used. Invalid records are displayed but cannot be selected | ALookup:Opportunity:status = StageName |
| ALookup:sObjectType:noStatuses | Comma-separated status field Values of unwanted/invalid records | ALookup:Opportunity:noStatuses = Closed Won, Closed Lost |
| ALookup:sObjectType:maxLookups | Max Lookups to be cached (default 1000) - no need for search queries | ALookup:Opportunity:maxLookups = 2000 (number) |
| ALookup:sObjectType:icon | Icon name for the display | ALookup:Opportunity:icon = standard:opportunity (default) |
For "restrict", you can also use variables
- {!resourceId} = the user's recorce id
- {!contactId} = the user's resource contact or user contact id (e.g. community users)
- {!userId} = the user's resource user id
SQL Where restriction examples
- MyContactId__c={!contactId}
- select options restrictcted where the custom object field MyContact__c matches the users's resource contact
- key: ALookup:MyCustomObject__c:restrict
- value: MyContactId__c={!contactId}
- OwnerId={!userId}
- show only records owned by the user - example: only own cases
- key: ALookup:Case:restrict
- value: OwnerId={!userId}
Here is an example to show a custom field in the Case lookup
Here an example, where the lookup values of the custom object Applicants__c is restricted by the selected project:
Project Status info
You can show additional project information in the Project Status popup in the Timesheet, Timer, etc.
The Key has the format:
- PjStatus:x:Project
- PjStatus:x:Line
depending on where to get the information from. You could create a formula field if the information is not directly on the Project or Project Line.
The Value String contains the name of the field in either Project or Project Line, e.g. MyCustomField__c
Timesheet Confirmation Checkbox
In the lightning Timesheet, you can show a checkbox with a confirmation text. The user needs to click the checkbox to be able to submit the time.
 |  |
To set up, go to > Setup > Custom Settings and click on Manage for Accorto Parameters.
Create one or more records with a name starting with "SubmitConfirm"
The text per entry is restricted to 255 characters. You can create multiple entries, e.g. "SubmitConfirm 2"
