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Set Up Classic UI Time Cards in Salesforce Classic

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Overview

Our Time Card functionality allows you to enter hours worked for the day, keep track of the work projects, and input comments for the hours worked. Time Card functionality can be used in both the Classic and Lightning UIs. For more details, refer to the Enter a Time Card article.

Note: Time Cards have now been implemented for Lightning Experience. All existing functionality continues to be supported in the Classic UI. Users will need to make some configuration changes in order to continue using these features in the legacy Time Card Classic UI. In order to do so, please follow the steps below.  If you are using Salesforce’s Lightning UI, but wish to continue using Time Cards in the Classic UI, then please refer to our Set Up Classic UI Time Cards in Salesforce Lightning article.

The Billable and Overtime checkboxes and the Time Card Variables on the Time Card Line object are now controlled by permissions. Existing users who use custom permission sets will need to adjust their users’ permissions and grant the necessary access to these fields.

Do you want to:

Set Up Classic UI Time Cards in Salesforce’s Classic UI

  1. Navigate to Setup.
  2. On the left-side menu, go to the Build Section.
  3. Toggle down the drop-down arrow for Create, displaying all the options in this section.
  4. Click on Objects.

    SUTCC1.png
  5. Edit the Time Card object.
    1. Scroll down to the Time Card Object and click on the Time Card Label Name.

      SUTCC2.png

    2. Modify the Edit action. From the Time Card Object, scroll to the Buttons, Links and Actions section.
        1. Click the Edit action for the New Label.

          SUTCC3.png

        2. Select the Visualforce page checkbox from Salesforce Classic Override and choose TimeCardNew from the pick-list and click on Save.

          SUTCC4.png

    3. Modify the New action. Go back to the Time Card Object scroll to the Buttons, Links and Actions section.
        1. Click the Edit action for the New Label.
        2. Select the Visualforce page checkbox from Salesforce Classic Override and choose TimeCardNew from the pick-list and click on Save.

    4. Modify the View action. Go back to  the Time Card Object scroll to the Buttons, Links and Actions section.
        1. Click the Edit action for the View Label.
        2. Select the Visualforce page checkbox from Salesforce Classic Override and choose TimeCardView from the pick-list and click on Save.

The above process will also need to be completed for the Time Card Line object.

  1. Navigate to Setup.
  2. On the left-side menu, go to the Build Section.
  3. Toggle down the drop-down arrow for Create, displaying all the options in this section.
  4. Click on Objects.
  5. Scroll down to the Time Card Line object and click on the Time Card Line Label Name.
    1. Modify the Edit action. From the Time Card Lines object, scroll to the Button, Links and Actions section.
        1. Click the Edit action for the Edit Label.
        2. Select the Visualforce page checkbox from Salesforce Classic Override and choose TimeCardLineEdit from the pick-list and click on Save.

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Configuration Changes for Custom Permission Sets for Time Card Lines Object

  1. Navigate to Setup.
  2. On the left-side menu, go to the Administer Section.
  3. Toggle down the drop-down arrow for Manage Users, displaying all the options in this section.
  4. Click on Permission Sets.

    SUTCC5.png
  5. Locate the custom permission set and click on the Permission Set Label.
  6. Click on Object Settings.
  7. Scroll down and click on the Time Card Lines object name.
  8. Click on Edit.
  9. Under Field Permissions check the Read or Edit checkboxes as necessary for the following fields:
      1. Billable 
      2. Overtime 
      3. Time Card Variable 1 
      4. Time Card Variable 2 .

SUTCC6.png

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