TimeTracker users can enter their time through the "Manual Entry" Lightning component added to the page layout of an object. In this example, we are using the "Project" object, but time can be recorded for any object based on your organization’s requirements.
Steps to Add the Manual Entry Lightning Component to the Page Layout:
- Navigate to the view page of a Project and from Setup click the Edit Page.
- In the Components search box, search for "Tabs".
- Drag and drop the Tabs component to the right-hand side of the screen (see screenshot marked in red for reference).
- You will see two default tabs: Related and Details.
- Remove the "Related" tab by clicking the X button.
- Click on the "Details" tab, select Custom from the list, and rename the "Custom Label" to "Manual Entry" or any other name as required. Then click Done.
- In the Components search box, search for "Manual Entry".
- Drag and drop the Manual Entry component into the tab you created earlier and save the changes.
Now, activate the Component:
- Click the Activation button that is before the Save button, and select App, Record Type, and Profile.
- In the pop-up, click the Assign to Apps, Record Types, and Profiles tab.
- Choose PK4 TimeTracker, then select Desktop and Phone on the next screen.
- Cross-check the profiles you've selected, then click Save.
Final Result:
You should now see the Manual Entry Lightning component on the Project view page. Users can enter time by selecting the project, start date, hours worked, etc., and then click Submit to save their entries.
The entered details will be saved, and the recorded hours will appear in Salesforce under the TT Details tab.
Notes:
Limitations: Salesforce does not allow tracking time for Activities and Tasks. Therefore, the Manual Entry Lightning component cannot be added to Salesforce Activities or Tasks.
Avoid Conflicts: Do not add the same Lightning component to both the Tab and the Utility bar. This could cause conflicts and prevent time from being tracked correctly.