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With the Resource Hero Time Tracking lightning component, it is now more convenient than ever to view and update actuals throughout the entire platform. The Time Tracking Lightning Component can be added on the Home tab, Resource detail page and object detail pages that are configured to work with Resource Hero, such as Opportunities, Cases, Projects and almost any other standard or custom object.
This feature allows users to:
Note: This feature is only available for Lightning Experience and is built using Salesforce Lightning Components. As such, you must have My Domains enabled in your Salesforce org to use Record Time Tracking. For details, view the Prerequisite – My Domain support post.
Show Archived Assignments – should archived records be included in the list of assignments? When adding the Record Time Tracking component to Opportunity or other ‘related’ records, it is recommended to set this to true. When adding the component to the Resource page layout or the Home tab, this setting should be set to false.
- true (default)
Row label field – the API name of the Resource Assignment field that should be used as the label for each assignment record.
- ResourceHeroApp__Role__c (default)
- Any other Resource Assignment field including formula fields
Prepend related record name to row label – should the name of the related record be appended to the beginning of the row label? When adding the Record Time Tracking component to Opportunity or other ‘related’ records, it is recommended to set this to false. When adding the component to the Resource page layout or the Home tab, this setting should be set to true.
- false (default)
Show ‘Add New Assignment’ section? – should be set to TRUE if you would like users to be able to create assignments using this component.
- true (default)
The Record Time Tracking component is now available on your page
Only assignments that are related to the current logged in user that is viewing a page will display in the Record Time Tracking component.
A resource record is associated to a Salesforce user by populating the User field on the Resource record:
To create a new assignment, expand the row titled Add new assignment:
Update field values as appropriate, then click the Save button
Fields that are displayed on the Add new assignments section can be customized by editing the Record Time Tracking Default field set on the Resource Assignment object.
Increments for 15 minutes, 1 hour and 4 hours are included by default. Details for customizing these options can be found here: Change org-wide Resource Hero configuration settings