Timekeeper Easy Add feature on Rates allow you to add a timekeeper along with a rate very easily.
Click Timekeeper Easy Add Button
Go to the rate record and click the Timekeeper Easy Add button on the rates detail view.
If you don't see this button on the rate detail view, contact your organization's system administrator to add the action button to the rates layout. For more details, follow here.
Navigating the Timekeeper Easy Add Wizard
- STEP 1 - Select a timekeeper from the list.
- STEP 2 - Select a role from the list.
- STEP 3 - Update or change any value as needed on the pre-filled rates edit form. Then, click Save to save the timekeeper and role information to the rate.
Add the Timekeeper Easy Add Button to the Rate View
Proceed the steps highlighted below to add the Timekeeper Easy Add action button to the rate page layout:
- Go to Salesforce Setup | Object Manager | Rates.
- On the Rates object view, select page layouts from the sidebar.
- Edit the desired page layout to which you need this action button to be added.
- Select Mobile & Lightning Actions within the Page Layout Editor.
- Search for the Timekeeper Easy Add action and drag-n-drop it into the Salesforce Mobile & Lightning Experience Actions section.
- Click Save on the page layout editor.