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Contents
Overview
This document outlines how to automatically populate values in the Account column in Batch Entry.
Automatically populating values in the Account column in Batch Entry also automatically populates values in the Account column in Easy Calendar.
Walkthrough
Follow the below steps to automatically populate values in the Account column in Batch Entry.
Create Custom Metadata records
When the Account column is configured to be automatically populated, Batch Entry uses Second Record to Account Mapping Custom Metadata records to set the Account based on the Lookup field selected as the Second Object.
Follow the steps in Configure Second Record to Account Mapping Custom Metadata records to map Lookup fields to Account fields.
Select checkbox in Time Tracking Settings
After the Second Record to Account Mapping Custom Metadata records have been created, the next step is to select the Autofill Account: Batch Entry/Easy Cal. checkbox on the Time Tracking How To & Set Up page:
Navigate to the Time Tracking How To & Set Up page.
In the Time Tracking Settings section, select the Autofill Account: Batch Entry/Easy Cal. checkbox.
Click Save.
