In addition to the Capture Time functionality, you can enter new Time+Expense Items from any page in Salesforce Lightning.
The components investigate the record and automatically add references to Account, Contact, Opportunity, Project the underlying record references. You can view and report on all T+E Items for that were created for that record.
Timer
With the Timer you can start the transaction, interrupt it and finish it. You can also navigate to other pages and then return to the record to stop/pause the timer.
After clicking on Stop - you can
- click on Start to continue
- (overwrite the time) and complete
New Time+Expense
You can capture tine and/or expense directly from any record within Salesforce. You can configure the component to capture
- time (only) - displayed here
- expense (only)
- both - time + expense
Click on the Records icon in the top-right corner to view all the Time + Expense Items for the record:
Installation
Install Timer
To add the Timer component to any Lightning Page click on the Gear (Setup) > Edit Page - In the Lightning App Builder drag the Timer component to the Page. In the Properties, you can change
- Size of the Timer
- Show Project Phase
- Show Activity Type
Install New Time+Expense
To add the New Time+Expense component to any Lightning Page click on the Gear (Setup) > Edit Page - In the Lightning App Builder drag the component to the Page. In the Properties, you can change
- Mode: time- expense - both
- Show Project Phase
- Show Activity Type
