Step 1: Install solution and activate Trial link Step 2: Provide necessary Security Roles to users link Step 3: Add Time Entry Sub-Grids in Case Form and View link Step 4: Walk-through of adding/editing time-entry records link Step 5: Explanation of reporting on time-entry records link Dec 2020 Update: In latest build we have also added direct […]
Category: Zap Case Time Tracker- Deprecated – Use Zap Time Entry App
Release Notes
Zap Case Time Tracker (Free App) To request trial, please follow the below steps: Step 1: Install solution from Microsoft AppSource OR email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Requirements in brief: You can expect a response within 1 business day. Please use only official email address […]
FAQ
Getting Started – Security Roles
Below 2 Security roles are provided: Zap CT User – Can add, edit and delete time-entry records (for all users). Zap CT Admin – Can access Zap Case Time Tracker App + all permissions given to Zap CT User Role.
How to add/edit Time Entry records?
To add new time entry record: Step 1: Browse to Case form, click on “+” button in “Time Tracker” Sub-Grid (as shown in below screenshot) Step 2: Fill-in the time-entry details Here below fields have been automatically populated: User (with logged-in User), On (with current Date and Time) Step 3: Close the Time-Entry form. Now […]
Reporting
Why we need to track time for Cases? Below 2 views can be useful from Time-Tracking reporting point of view: View 1: Case View with Roll-up fields added View 2: Time Entry View with Case and Customer information
How to add “Time Entry” Sub-grid & fields in Case form and view?
Adding “Time Entry” Sub-Grid and fields to Case Form: To help you get started quickly, we provide a “Case – Time Tracker Demo” form in “Zap Case Time Tracking” Solution file. Below is the screenshot of Case form with Time Tracking section added: Steps for adding “Case Time-Tracker” fields and Sub-Grid to Case form: Step […]
