Add Custom Time Entry Fields to Time Entry Dialogue Box

Inspire Planner allows you to create custom fields for time entry and have them displayed in the Time Entry dialogue box. This makes it easy for you to capture additional information while entering time.

This help article will walk you through how to create custom time entry fields and add them to the Time Entry dialogue box.

• Configure Time Entry Custom Fields in Salesforce Lightning
• Configure Time Entry Custom Fields in Salesforce Classic

In Salesforce Lightning

This section will walk you through how to add custom Time Entry fields and add them to the Time Entry dialogue box in Salesforce Lightning environment.

Navigate to the Time Entry Object

The first thing you would need to do is to go to the Time Entry Object within Setup.

1. Click on the Gear Icon at the top right corner and click on Setup.

2. Go to Object Manager and click on Time Entry.
   
   

Create Custom Fields 

To create a custom field within the Time Entry Object, go to Fields & Relationships and click on New.

Please see Salesforce: Create Custom Fields to learn more.

Add Fields to the Time Entry Dialogue Box

Once you've created the custom fields you need, you can then add them to the Time Entry Dialogue box.

1. Within the Time Entry object, go to Field Sets then click on Log Time Fields.
   
   
    
2. From the list of fields on top, drag the field to the box labeled 'In the Field Set'. The fields added to this box are displayed in the Time Entry dialogue box. When you've added all the fields you want, click on Save.
   
   

In Salesforce Classic

This section will walk you through how to add custom Time Entry fields and add them to the Time Entry Dialogue box in Salesforce Classic environment.

Navigate to the Time Entry Object

The first thing you would need to do is to go to the Time Entry Object within Setup.

1. Click on the dropdown arrow beside your name at the top right corner and click on Setup.
   
   
    
2. In the menu on the left, expand Create and click on Objects.
   
   
    
3. From the list of Custom Objects, click on Time Entry.
   
   

Create Custom Fields 

To create a custom field within the Time Entry Object, scroll down the page and locate Custom Fields & Relationships. Then, click on New.

Please see Salesforce: Create Custom Fields to learn more.

Add Fields to the Time Entry Dialogue Box

Once you've created the custom fields you need, you can then add them to the Time Entry dialogue box.

1. Within the Time Entry object, scroll down the page until you locate Field Sets. Click on Edit beside Log Time Fields.
   
   
    
2. From the list of fields on top, drag the field to the box labeled 'In the Field Set'. The fields added to this box are displayed in the Time Entry dialogue box. When you've added all the fields you want, click on Save.