Viewing Custom Fields/ExakTime Form Responses In Time Cards
Time Card Details and My Time Card now offer the option to show the responses for ExakTime Forms and Custom Fields within ExakTime Connect. You can add this information as columns for quick reference.
Setting Up ExakTime Form Responses for Time Cards
Turning On ExakTime Form Responses For Time Cards
Go to "Manage" and click on "Company Settings."
Click on "Optional Features."
Enable "ExakTime Form Responses on Time Card Views."
Click "Save" at the bottom.
After saving, you may need to log out and log back in before you are able to view the "Time Card Form Response Selector" in the following step.
Select The ExakTime Form Responses To Appear In Time Cards
Go to "Tools" and click on "Time Card Form Response Selector."
Select the form to show the questions available.
Check the box to the left of the ExakTime Form questions that you want displayed
Any changes done are saved automatically.
Granting Permissions
For non-Administrators, they will need to be given permissions to view and/or editing ExakTime Form Responses.
Go to "Manage" and click on "Security Roles."
Click on "ExakTime Connect."
Select or add the role that will be given permission.
Select the appropriate level of access for ExakTime Form Responses on Time Cards.
Click Save at the bottom of the page.
Adding ExakTime Form Responses To Your Time Card
Go to "Time Card" and click "Time Card Details."
Click the "Column Manager."
Click and drag the ExakTime form question from the Hide to the Show column.
ExakTime Form Responses columns have a green bar in the column Manager.
Setting Up Custom Fields for Time Cards
Turning On Custom Fields For Time Cards
Go to "Manage" and click on "Company Settings."
Click on "Optional Features."
Enable "Custom Fields on Time Card Views."
Click "Save" at the bottom.
After saving, you may need to log out and log back in before you are able to view the appropriate options in the following step.
Select Which Custom Fields To Appear In Time Cards
Go to "Manage" and click on "Custom Fields."
Check the box in the Display On Time Card column for the custom field that you want to be available in the time card column manager.
Any changes done are saved automatically.
Granting Permissions
For non-Administrators, they will need to be given permissions to add custom fields to their time card.
Go to "Manage" and click on "Security Roles."
Click on "ExakTime Connect."
Select or add the role that will be given permission.
Select "Access" for the Custom Fields on Time Cards security option.
Click Save at the bottom of the page.
Adding Custom Fields To Your Time Card
Go to "Time Card" and click "Time Card Details."
Click the "Column Manager."
Click and drag the custom field from the Hide to the Show column.
Custom Fields have a blue bar in the column manager.
For more information regarding custom fields, please refer to the following article:
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