AdvoLogix Matter ManagementApplication GuideTime & Expenses TimekeepersCreate Timekeeper Checkbox to User Page Layout

Create Timekeeper Checkbox to User Page Layout

The Advologix Matter Management package comes with a custom 'Advologix USER layout' page layout for USER creation - which includes a checkbox field named Create Timekeeper. The Create Timekeeper checkbox is used to automatically create a Timekeeper record when a user is created or edited - where as upon SAVE, that USER has a timekeeper created for them - to be utilized in Advologix Time entry functionality.

This 'Advologix USER Layout' page layout can be used as the default USER record layout - by assigning the 'Advologix USER Layout' page layout to all profiles that will be creating Advologix Users.

~ OR ~

Alternatively, if you have your own customized USER layout that you desire to utilize when creating users, please add the Create Timekeeper checkbox field to your own customized USER layout to facilitate the functionality for auto-creation of the Timekeeper.

So, before creating users for your Advologix package; if using your own customized USER layout; you will need to add the Create Timekeeper checkbox field to your own customized USER layout.

Navigate to Setup

Click Your Name

Choose Setup

Navigate to Users >> Page Layouts

Under App Setup

Choose Users

Select Page Layouts

Option 1: Set 'Advologix USER Layout' as default User Layout

Option 1: Set 'Advologix USER Layout' as default User Layout

The table above shows the page layout assignments for different profiles.

1. Use SHIFT + click or click and drag to select a range of adjacent cells. Use CTRL + click to select multiple cells that are not adjacent.

2. Then choose a your Customized Page Layout from the drop-down.

3. SAVE

Option 2: Adding 'Create Timekeeper' to Your Customized User Layout

Option 2: Adding 'Create Timekeeper' to Your Customized User Layout

On your own Customized USER layout; you will need to drag and drop the Create Timekeeper checkbox field onto your own Customized USER layout.

Place in the Additional Information Section

Click SAVE

Now, when creating users for your Advologix package; the Create Timekeeper checkbox field will be available on your own Customized USER layout to facilitate the functionality for auto-creation of the Timekeeper.

The table above shows the page layout assignments for different profiles.

1. Use SHIFT + click or click and drag to select a range of adjacent cells. Use CTRL + click to select multiple cells that are not adjacent.

2. Then choose a your Customized Page Layout from the drop-down.

3. SAVE

Using the Create Timekeeper checkbox

Steps for Using the Create Timekeeper checkbox on the User layout are shown below:

Navigate to Setup

Click Your Name

Choose Setup

Under Administration Setup

Choose Manage Users

Select Users

Select the New User button

After adding all the information for creating a new user (Advologix: Getting Started: Adding Employees (Users))

Be sure to Check the Create Timekeeper checkbox in the Additional Information section

SAVE newly created User record

Navigate to Advologix Setup

Under Timekeeper subtab

New Timekeeper - corresponding to newly created user now exists.

Click Edit to modify if desired.