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 |
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:Opportinity:restrict = StageName='Closed Won' |
For restriction, 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 field MyContact__c matches the users's resource contact
- OwnerId={!userId}
- show only records owned by the user
Here an example, to show a custom field in the Case lookup
