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:

DescriptionNameKeyValue StringValue Int
Create Invoice from Project:
Default query option for Project Line Fixed Charge Amount (default: ge: =>0)
InvoiceProject. queryFixedChangeAmtInvoiceProject. queryFixedChangeAmteq|ge(default)|(empty)|n/a
Project Workbench: Link-any-ShowWithNamespacetrue|false(default)n/a
Project Line Allocations:
Save only changed allocations if more than x allocations
ProjectLineAllocationProjectLineAllocationOnlyChangednumber of allocations
Pre-Billing detail records to be displayed (default: 600)PreBillingRecordsPreBillingRecords
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)DescriptionExample
ALookup:sObjectType:1Fields for item title - separated by a comma ","ALookup:opportunity:1 = Account.Name,Stage
ALookup:sObjectType:2Fields for item subtitle - separated by a comma ","ALookup:Opportunity:2 = MyField__c,Name
ALookup:sObjectType:parentField in the selection record indicating the parent  ALookup:Opportunity:parent = AccountId (provided by default)
ALookup:sObjectType:recordParentField in the T+E Item indicating the parent for the fieldALookup:Opportunity:recordParent =  accorto__Opportunity__c
(provided by default)
ALookup:sObjectType:optionalIf set to true, includes also records without a parent value (e.g. Opportunities w/o account)ALookup:Opportunity:optional = false (default)
ALookup:sObjectType:restrictSQL Were clause to restrict the selection optionsALookup:Opportunity:restrict = StageName='Closed Won'
ALookup:sObjectType:recordMatchList Activity Type if Resource Price contains Activity Type for ProjectALookup:a__ActivityType__c:recordMatch = accorto__Project__c
ALookup:sObjectType:activeCheckbox (boolean) field name to determine if the record is used (active). Inactive records are displayed but cannot be selectedALookup:Opportunity:active = IsPrivate
(will then show only private records)
ALookup:sObjectType:statusString field name to determine if the record is used. Invalid records are displayed but cannot be selectedALookup:Opportunity:status = StageName

ALookup:sObjectType:noStatusesComma-separated status field Values of unwanted/invalid recordsALookup:Opportunity:noStatuses = 
Closed Won, Closed Lost 
ALookup:sObjectType:maxLookupsMax Lookups to be cached (default 1000) - no need for search queriesALookup:Opportunity:maxLookups = 2000 (number)
ALookup:sObjectType:iconIcon name for the displayALookup: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"