Quick Action on Account

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

1. Navigate to Setup > Object Manager > Account

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2. Click on Buttons, Links, and Action > New Action

3. Enter the following values:

   1. Action Type = Create a Record

   2. Target Object = Time Tracking Summary

   3. Label = Whatever you would like this to be called

   4. Name = (autofill)

   5. Description = Example, “Auto set X and Y fields on Time Tracking Summary.”

   6. Create Feed Item = Up to you, this will post in the chatter feed.

   7. Success Message = Example, “Your time has been logged.”

   8. Icon = Up to you.
      
      

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Choose the Fields for Layout

1. Required fields: Account, Entered For, Log Date, and Hours (As Number)

2. Optional Fields: Add any additional fields you would like user to enter.

Set Predefined Field Values

1. This step will prepopulate the default values when a user click in the action.

2. 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.

3. Required Predefined Values:

   1. Account = Account.Id

4. Recommend Predefined Values to set these values:

   1. Entered For = $User.Id

   2. Log Date = TODAY()

Add the Action to your Layout(s)

1. Navigate to the Account Page Layout you would like to add this Action to

2. Go to Mobile & Lightning Actions and pull your new action to the Salesforce Mobile and Lightning Actions

Preview and Test on an Account Record

1. Open an Account record and click you new “Log Time” button and ensure your predefined values are populating as expected.