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Setting Initial Configuration Options

Options to control PSA are contained in custom settings and configuration groups.

Custom Settings

Custom settings are a Salesforce feature that allow you to customize PSA functionality and behavior. Although PSA custom settings are installed with the product, we recommend that you manage each setting to accept the defaults after installation.

To manage the custom settings listed in the table below:

1. In Setup, in the Platform Tools section, click Custom Code | Custom Settings. Using Classic In section App Setup, click Develop | Custom Settings..
2. Click Manage next to the custom setting name.
3. Click New at the top of the page.
4. Complete the instruction for each custom setting in the table that follows. For further information about the configuration options in each custom setting, click the custom setting name. To return to this page, click the back button in your browser.

Note:

Note

The first time a PSA user clicks Copy from Previous Week on a timecard, a value is created in the Timecard Entry UI Personal custom setting for that user. This is in addition to the organization-wide value. The new value is created with the organization-wide default settings, plus any checkboxes that were selected when the user clicked Copy from Previous Week. Changes to organization-wide configuration do not change the configuration for an individual user where it exists. To edit the configuration options for an individual user, click Manage in the Timecard Entry UI setting, scroll to the user whose configuration options you want to edit and edit the values for that user.

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