Field Sets

PSA Mobile Timecards supports using administrator-defined custom field sets in addition to fields defined in the Timecard Entry UI - Personal and Timecard Entry UI - Global custom settings.

If your organization uses custom field sets, they override the behavior of shown and hidden fields specified in custom settings.

Note:

PSA Mobile Time always displays time-related fields from the Timecard object, such as Sunday Hours, Monday Hours, Tuesday Hours, Wednesday Hours, Thursday Hours, Friday Hours, and Saturday Hours. Do not include these fields in your field sets or Mobile Time displays the fields twice and may save incorrect data.

PSA Mobile Timecards supports up to eight custom field sets created on the Timecard object and specified in the Timecard Mobile Settings custom setting. For more information, see Timecard Mobile Settings.

Limitations on use of Custom Field Sets

Supported Field Types

The following are field types supported for use in custom field sets for PSA Mobile Timecards

  • Text
  • Text Area
  • Number
  • Checkbox
  • Date
  • Geolocation
  • Percent
  • DateTime (Currently Read Only)
  • Picklists (Currently Read Only on lookups and related objects, editable on the Timecard object)
Note:

When you add the OwnerId field to a custom field set, PSA Mobile Timecards always presents the field as read-only.

Unsupported Field Types

The following fields are not supported due to the platform:

  • Lookup Filters
  • Dependent Picklists
  • Multi-Select Picklists
  • Text Area (Rich)

Concatenated Fields

Concatenated fields output underlying values as separate fields in PSA Mobile Time. For example, the Geolocation field displays longitude and latitude as separate fields

Fields to Omit from Custom Field Sets

The following Timecard fields are already included in PSA Mobile Timecards and do not need to be included in custom field sets:

  • Billed
  • Invoiced
  • Submitted
  • Include in Financials
  • Approved
  • Resource
  • Submitted
  • Status
  • Start Date
  • End Date
  • Sunday Hours
  • Monday Hours
  • Tuesday Hours
  • Wednesday Hours
  • Thursday Hours
  • Friday Hours
  • Saturday Hours

Fields on Related Objects

Fields on related objects are read-only, to prevent accidental modification of other objects. For example, if you include Assignment Name in a field set, it displays, but the resource cannot modify Assignment Name in PSA Mobile Timecards.

Unique Fields per Field Set

Each editable custom field must be unique to each custom field set using the field.

For example, a custom field used in a custom field set defined in the Monday Fields Mobile Time setting must be unique and not duplicate a custom field used in a field set in the Tuesday Fields Mobile Time setting or any other field set.

Note:

If a field is present in multiple selected field sets it can result in incorrect values being saved, and can even break the Time Entry app until the fields are removed.