View and edit an Activity

Click on an activity in the console to open the Activity modal and view/edit the details.

In order for values to be available for selection/display they must be mapped as a value in the custom setting Sked Timesheet Setting

Fig: Activity on timesheet console

The Activity modal displays. You can edit the following fields:

• Activity Type
• Date
• Start Time
• End Time
• Notes
• Additional fields

Fig: Activity modal

Activity options include:

• Cancel – select to cancel the display of the options.
• Delete – select to delete the activity.
• Save – select to save the activity including any updated details.

When deleting an activity, no modal is displayed to confirm that the activity record is to be deleted and the activity will be deleted immediately. 

Important: Once deleted the activity record is not able to be retrieved.

Add an activity

Click Add Activity on the console header to open the Add Activity modal.

Important: An activity can only be entered for the current timesheet period. In order for values to be available for selection/display they must be mapped as a value in the metadata or custom settings.

Fig: Add activity modal

Additional fields provide for custom fields configured to collect additional information for your business needs. Additional fields are added by a Salesforce system administrator.