Configuring the summary view
The section at the bottom of the Daily Timesheet shows summary information about the time period that you are viewing.
See Summary information.
The tabs that are shown in the section are configured as popups in the Popups page.
This table shows the popup that corresponds to each standard tab in the section.
| Popup | Tab |
|---|---|
| code_summary | Code Summary |
| code_detail | Code Detail |
| balance_changes | Balance Changes |
| timesheet_edits | Timesheet Edits |
| overtime_awarded | Overtime Awarded |
| retroactive_adjustments | Retroactive Adjustments |
| payment_summary | Payment Summary |
Each popup is configured with an SQL query of the WFM database to get the information that is shown in the tab. To modify the information that is shown in an existing tab, edit the popup and update the query in the SQL field.
You can use these placeholders in the query of each of the Summary popups:
$wrksIds(Work summary ID): Returns a comma-separated list of work summary IDs that fall within the period being viewed.$wblId(Locale ID): Returns the locale of the current logged in user. Use this to ensure that labels are displayed according to the user's locale.$wbgId(Security Group ID): Returns the security group ID of the current user.$wbuId(User ID): Returns the user ID of the current logged-in user.$wbEmpId(Employee ID): Returns the employee ID of the current user. This is not necessarily the employee whose timesheet is being viewed.
Additionally, you can use these placeholders for Daily popups, which are shown when you expand a specific day and click the ellipsis icon:
~*(Work Summary ID): Represents the work summary ID of the row currently in process.$wbEmpId(Employee ID): Returns the employee ID of the current user. This is not necessarily the employee whose timesheet is being viewed.
Note: The Summary popups are displayed in the Summary section of the Daily Timesheet, while Daily popups are displayed as tabs within each expanded day.
If you want to add additional tabs to the section, you can add additional popups.