Viewing Custom Fields/ExakTime Form Responses In Time Cards

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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."

Manage_-_Company_Settings.png

Click on "Optional Features."

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Enable "ExakTime Form Responses on Time Card Views."

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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."

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Select the form to show the questions available.

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Check the box to the left of the ExakTime Form questions that you want displayed

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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."

Manage_-_Security_Roles.png

Click on "ExakTime Connect."

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Select or add the role that will be given permission.

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Select the appropriate level of access for ExakTime Form Responses on Time Cards.

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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."

Time_Cards_-_Time_Card_Detail.png

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.

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Setting Up Custom Fields for Time Cards

Turning On Custom Fields For Time Cards

Go to "Manage" and click on "Company Settings."

Manage_-_Company_Settings.png

Click on "Optional Features."

Viewing_Custom_Fields_ExakTime_Form_Responses_In_Time_Cards__360002774893__Company_Settings_-_Optional_Features_Circled.png

Enable "Custom Fields on Time Card Views."

Viewing_Custom_Fields_ExakTime_Form_Responses_In_Time_Cards__360002774893__Optional_Features_-_Custom_Fields_On_Edited.png

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."

Manage_-_Custom_Fields.png

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.

Viewing_Custom_Fields_ExakTime_Form_Responses_In_Time_Cards__360002774893__Display_on_Time_Cards_Edit.png

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."

Manage_-_Security_Roles.png

Click on "ExakTime Connect."

Viewing_Custom_Fields_ExakTime_Form_Responses_In_Time_Cards__360002774893__ExakTime_Mobile_Security_Roles_EC_Circled.png

Select or add the role that will be given permission.

Viewing_Custom_Fields_ExakTime_Form_Responses_In_Time_Cards__360002774893__Security_Roles_-_Select_Role_Edited_EC_Update_-_1.png

Select "Access" for the Custom Fields on Time Cards security option.

Viewing_Custom_Fields_In_Time_Cards__360006893134__Security_Roles_-_TSC_-_Custom_Fields_Options.png

Click Save at the bottom of the page. 

Adding Custom Fields To Your Time Card

Go to "Time Card" and click "Time Card Details."

Time_Cards_-_Time_Card_Detail.png

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.

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For more information regarding custom fields, please refer to the following article:

In-Depth: Custom Fields

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