Skip to main content

​
Purpose

The purpose of this Administrator Guide is to provide information about Configurators. The content in this guide is optional, and may be utilised during implementation, or even after a project has gone live. The intended audience for this document is System Administrators.

​
Overview

Configurators are a type of Custom Setting within 2cloudnine Payroll, where you can automate data being copied from one record to another related record upon creation of the second record. The Configurator is able to populate packaged fields as well as Custom Fields, and is able to define different logic treatment based on different Record Types. The other feature that makes this a really useful tool is the ability to populate any type of field i.e. picklists, checkboxes, lookups, etc. This gives flexibility not possible with Flows, as these fields are populated before the Save of the record occurs, therefore bypassing any validations that would fire.

​
Time2Pay Assignment Configurator

The Time2Pay Assignment Configurator is used to map field values to be defaulted from the Client to the Assignment when Assignments are created. System Admin can assign default values for specific Assignment Record Types, therefore, the default Pay Schedule for Temp Assignments might be different from the default Pay Schedule for Employee Assignments (perhaps Weekly vs Monthly, or some other difference). There are 4 Custom Fields in this Custom Setting:
  • Assignment Field
    • The Assignment field api name where the value pulled from the Client needs to be populated.
  • Client Field
    • The Client field api name that will be used to populate the defined Assignment field.
  • On Create Override Existing.
    • If the User has already entered a value in the above Assignment field before the initial save, when True, the User-entered value will be overridden with the value from the above-defined Client field.
    • The value will only override the User entry on initial save of the record.
  • Record Types
    • List the Assignment Record Type Developer Name(s) (case sensitive) from which the field will be copied. Separated by a comma (,) and no spaces.
    • If left blank, this field will be defaulted for all Assignments regardless of Record Type.
Setup the Assignment Configurator Go to Setup > Custom Settings > Time2Pay Assignment Configurator > Manage
  1. Complete the fields as per these common examples below from other Orgs (see Figure 1):
    1. Invoice Contact
      • Name = Invoice Contact
      • Assignment Field = tc9_et__Invoice_To_Contact__c
      • Client Field = tc9_et__Invoice_Contact__c
      • On Create Override Existing = FALSE
      • Record Types = Leave blank or populate as required - e.g. “Temp, Perm”
      • Click Save .
    2. Invoice Schedule
      • Name = Invoice Schedule
      • Assignment Field = tc9_et__Invoice_Schedule__c
      • Client Field = tc9_et__Default_Invoice_Schedule__c
      • On Create Override Existing = FALSE
      • Record Types = Leave blank or populate as required - e.g. “Temp, Perm”
      • Click Save .
    3. Invoice Tax ID
      • Name = Invoice Tax ID
      • Assignment Field = tc9_et__Invoice_Tax_ID__c
      • Client Field = tc9_et__Default_Invoice_Tax_ID__c
      • On Create Override Existing = FALSE
      • Record Types = Leave blank or populate as required - e.g. “Temp, Perm”
      • Click Save .
    4. Invoice Taxable
      • Name = Invoice Taxable
      • Assignment Field = tc9_et__Invoice_Taxable__c
      • Client Field = tc9_et__Default_Invoice_Taxable__c
      • On Create Override Existing = FALSE
      • Record Types = Leave blank or populate as required - e.g. “Temp, Perm”
      • Click Save .
Screenshot from Configurators - Administrator Guide
Important Notes(Figure 1)If any of the field api names are referenced incorrectly in the Assignment Fields and/or Client Fields, a validation error will be triggered when attempting to save a new Assignment.
Screenshot from Configurators - Administrator Guide

​
Further Information