Setting Default Time Tracker Categories

When a user adds a time tracking record to a task or a dataform, ClientSpace sets the record's Category automatically. Where the default comes from depends on the type of record. Users can change the Category on the time tracking record.

Record type

Default category, in order

Task

  1. The Default Time Tracker Category on the metadata of the task's category. See Setting the Default for a Task Category.

  2. The overall default category. See Setting the Overall Default Category.

Client Service Case

  1. The Default Time Tracking Category on the case's Client Service Case Category Metadata. See Setting the Default for a Case Category.

  2. The Time Category in the Client Service Case dataform properties. See Setting the Default for a Dataform.

  3. The overall default category.

Other dataforms

  1. The Time Category in the dataform properties.

  2. The overall default category.

Workspace

The overall default category.

Note: The default is applied only after the task or dataform record has been saved. Save the record before you track time on it.

Setting the Default for a Task Category

The default for tasks is set on the metadata of each Task Category lookup.

To set the default time tracking category for a task category:

1. Go to System Admin > Lookups.

The Lookups dashboard opens.

2. Filter the list for task category.

The Task Category entries display.

3. Review the list, select an entry, and click Edit (if applicable).

The Lookup Details form opens.

4. In the Action Center, click Open Metadata.

The Task Category Metadata form opens.

5. In the Default Time Tracker Category list, select an appropriate entry.
6. Click Save.

Setting the Default for a Case Category

The default for Client Service Cases is set on the Client Service Case Category Metadata record for each case category.

To set the default time tracking category for a case category:

1. Go to Admin Workspace.
2. In the Search for Dataform section, search for Client Service Case Category Metadata.

The Client Service Case Category Metadata dashboard displays.

3. Select the case category record and click Edit.

The Client Service Case Category Metadata form opens.

4. In the Default Time Tracking Category list, select an appropriate entry.
5. Click Save.

For the other fields on this form, see Configuring Case Category Metadata.

Setting the Default for a Dataform

Each dataform that has time tracking enabled can have its own default category. To enable time tracking on a dataform, see Adding Time Tracking Capability to a Dataform.

To set the default time tracking category for a dataform:

1. Go to System Admin > Advanced > Dataform Admin.

The Dataform Admin dashboard opens.

2. Search for the dataform and select its name to highlight it.
3. Click Form Properties.
4. In the Time Category list, select an appropriate entry.
5. Click Save.

Note: The Time Category Function field can replace the Time Category with a category chosen by a custom function. It requires custom development. If you have questions, please log an extranet case or contact Professional Services for assistance.

Setting the Overall Default Category

The overall default category is used when no other default applies. Global Administrators should set one so that time records do not need to be corrected by hand.

To set the overall default category:

1. Go to System Admin > Lookups > Time Tracker Categories.

The Time Tracker Categories dashboard opens.

2. Select the category and click Edit.

The Time Tracker Categories form opens.

3. Select the Default checkbox.
4. Click Save.

Note: Mark only one category as the default.

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