Contents

Overview

This document outlines how to configure Second Record to Account Mapping Custom Metadata records, which are used to automatically populate or hide the Account column in Batch Entry and Easy Calendar, as well as to restrict Second Lookup fields based on the selected Account in the Stopwatch, Batch Entry, and Easy Calendar.

Walkthrough

Follow the below steps to configure Second Record to Account Mapping Custom Metadata records.

1. Navigate to Setup → Custom Metadata Types.
   
   

   Open

   

    

2. In the list of Custom Metadata Types, find Second Record to Account Mapping and click Manage Records.
   
   

   Open

   

    

3. On the next page, you’ll see the list of Second Record to Account Mapping records. A Second Record to Account Mapping record must exist for each Lookup field on the Time Tracking Summary object that you plan to use in the Stopwatch, Batch Entry, or Easy Calendar:
   
   

   1. Click New.
      
      

       

   2. Enter the following field values:

      1. Label: Enter any label. You can enter the name of the Lookup field on the Time Tracking Summary object, if you’d like.

      2. Second Record to Account Mapping Name: This field is automatically populated upon tabbing out of the Label field. You can leave that value in this field.

      3. Lookup Field: Enter the API Name of the Lookup field on the Time Tracking Summary object that you are mapping.

      4. Account Field: Enter the API Name of an Account Lookup field on the object to which the Lookup Field field looks up.

   3. Click Save.
      
      

Example

Let’s assume that we want to use the Opportunity (TTracking__Test_Opportunity_Look_up__c) field in Easy Calendar and that we have the Autofill Account: Batch Entry/Easy Cal. checkbox selected on the Time Tracking How To & Set Up page. In this configuration, the Account field will be populated automatically in Easy Calendar when we select an Opportunity record.

We need to map the Opportunity (TTracking__Test_Opportunity_Look_up__c) field to an Account Lookup field. Since the Opportunity (TTracking__Test_Opportunity_Look_up__c) field looks up to the Opportunity object, we need to map to an Account Lookup field on the Opportunity object.

We navigate to the list of Second Record to Account Mapping metadata records and see that one doesn’t already exist, so we create a new one with the following field values:

1. Label: TTracking__Test_Opportunity_Look_up__c

2. Second Record to Account Mapping Name: TTracking_Test_Opportunity_Look_up_c

3. Lookup Field: TTracking__Test_Opportunity_Look_up__c

4. Account Field: AccountId

Now, in Easy Calendar, the Account field will be populated automatically using the AccountId field value on the Opportunity record that is selected as the Second Object.