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When Batch Entry is configured to restrict Second Lookup records based on the selected Account, Batch Entry uses Second Record to Account Mapping Custom Metadata records to match the Second Lookup records to the selected Account.

Follow the steps in Configure "Second Record to Account Mapping" Custom Metadata records to map Lookup fields to Account fields.

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  1. Navigate to the Time Tracking How To & Set Up page.

    image-20240614-180821.png

     

  2. In the Time Tracking Settings section, select the Restrict Second Records to Account checkbox.

  3. Click Save.

    image-20240701-193528.png

See also