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Record selections in the Choose Records modal

Keep the following in mind when selecting records in Easy Calendar’s Choose Records modal:

1. If no Account is selected for a row, that row won’t appear in Easy Calendar after the modal’s Save button is clicked.

2. If an Account is selected for a row, but no record is selected in the row’s Second Record field:

   1. The row will appear in Easy Calendar after the modal’s Save button is clicked.

   2. The Second Record column in Easy Calendar is blank.

   3. All Time Tracking Summaries related to the selected Account, regardless of how other Lookup fields are populated on the records, are included in the row’s time counts when Easy Calendar is loaded . Some Time Tracking Summaries may be counted for more than one row, if they have another Lookup field populated and that Account-Second Lookup field combination is present in Easy Calendaronly if they are related to the selected Account and have no other Lookup fields populated (excluding Entered For, Rate Card, and standard audit fields like Created By).

   4. When a time value is entered for the row and Easy Calendar is submitted, if a new Time Tracking Summary is created, the resulting Time Tracking Summary only has the Account field populated and and Entered For fields populated, but no other Lookup fields are populated (standard audit fields like Created By are still populated).

3. Record selections cannot be saved if there are any duplicate selections. Rows are considered duplicates if either of the following are true:

   1. The rows both have the same Account, Second Record Field, and Second Record selected, or

   2. The rows have the same Account selected and neither row has a Second Record selected.