*Process Name

Enter a name for the time-tracking configuration.

Developer Name

A unique ID for the time-tracking configuration is auto-populated as per the process name. Duplicate IDs are checked on saving the configuration.

Active

Select or clear the checkbox to activate or deactivate the time-tracking configuration. By default, the Active checkbox is enabled.

Description

Description of the time-tracking configuration.

Tracking

Auto-populated with value "Installed Product". This is a read-only field.

*Select source object to fetch records

Select the object which is the source for time tracking. Objects that are configured as lookups in the IB Time Card object are listed here. For example, Work order, Case. If you want to track from any custom object that is related to IB then first add that custom object lookup field in the IB Time Card object. The custom object name is listed and available for selection.

Criteria for Qualifying Records

Select an expression to qualify the records that must be processed for this configuration. When not set all records for the selected date range will get qualified. You can also create a new expression from the modal.

*Select field

Select an option from the picklist. The picklist consists of fields that look up to the installed product in the source object.

Select Business Hour to consider in Calculation

Select the business hours that must be considered for time difference calculation. This is an optional field. You can select either the source object's business hours field or the Installed product's business hours or the organization's default business hours. For example, Installed Product > Business Hours field.

Use mapping to copy data from source object to time card object(Optional)

Select the available SFM mapping from the source object to the IB Time Card object.

Criteria for Re-processing Records

Select an expression from the available expressions. The criterion applied here is for those records which are processed once and are re-qualified for processing in the new schedule.

In the Time Card object every qualifying record must have

Select any one option from the following:

By default, the option "One entry for each event" is selected. After the time tracking configuration is executed, this field becomes a read-only field.

A sample of how results are maintained based on selection is as follows:

Consider two Work orders, WO-01 and WO-02 qualify the criteria.

Consider two events, Event1 and Event2 configured for tracking.

When the engine runs, in the IB Time Card object based on selection, entries are created.

When the selected option is "Only one entry for all events", two entries are created, WO-01 and WO -02.

When the selected option is "One entry for each event", four entries are created, WO-01_Event1, WO-01_Event2, WO-02_Event1, WO-02_Event2.

Name

Click Add to add an Event mapping in the Event Modal Window. For more information, see Event Modal Window

Time(minutes) = EndDateTime - StartDateTime

Auto-populated with the actual field name configured to track the time difference of the event between the StartDateTime and EndDateTime.

Timezone

Select a timezone from the picklist. By default, the logged-in user's timezone is selected.

Frequency

Select a frequency for the scheduled run: Daily, Weekly, or Monthly.

On

Select the date for the scheduled run only when the Frequency field value is either Monthly or Weekly. You can select one or more values.

At(Time)

Select the time for the scheduled run.