If you are not using the Stopwatch, Easy Calendar, or Batch Entry and simply want users to manually create their Time Tracking Summary record from the Account object, follow the steps outlined below to create a quick action on the Account Object.
Create a
...
New Action on Account
Navigate to Setup > Object Manager > Account
Click on Buttons, Links, and Action > New Action
Enter the following values:
Action Type = Create a Record
Target Object = Time Tracking Summary
Label = Whatever you would like this to be called
Name = (autofill)
Description = Example, “Auto set X and Y fields on Time Tracking Summary.”
Create Feed Item = Up to you, this will post in the chatter feed.
Success Message = Example, “Your time has been logged.”
Icon = Up to you.
Choose
...
the Fields
...
for Layout
Required fields: Account, Entered For, Log Date, and Hours (As Number)
Optional Fields: Add any additional fields you would like user to enter.
Set Predefined Field Values
This step will prepopulate the default values when a user click in the action.
Click New > Choose Field and Enter the Values you would like to predefine. Note: you should use the “Show Formula Editor” to set record references for predefined values. Then click Insert Field button to choose your field.
Required Predefined Values:
Account = Account.Id
Recommend Predefined Values to set these values:
Entered For = $User.Id
Log Date = TODAY()
...
Add the Action to your Layout(s)
Navigate to the Account Page Layout you would like to add this Action to
Go to Mobile & Lightning Actions and pull your new action to the Salesforce Mobile and Lightning Actions
Preview and Test on an Account Record
Open an Account record and click you new “Log Time” button and ensure your predefined values are populating as expected.
...