Zumzum Financials Knowledge Base
Overview:
The Zumzum Expense Sheet Detail Lightning Record Page serves as the default template for viewing Expense Sheets within the Zumzum Financials Lightning App. This template is designed to provide a comprehensive and user-friendly interface for managing expense data.
Administrators have the flexibility to clone this lightning record page, customise it according to their specific requirements, and deploy the customised version using their own change sets, ensuring it aligns perfectly with organisational workflows and preferences. However, it is important to note that all Zumzum lightning record pages are locked and cannot be edited directly. This restriction is in place to maintain the integrity of the standard templates. As a result, any attempts to modify the standard Zumzum lightning record page may inadvertently result in the creation of duplicate pages. To avoid confusion and maintain a streamlined configuration, it is advisable to regularly check your Salesforce org to ensure that multiple copies of a lightning record page do not exist on your object. This proactive management helps in maintaining a clean and efficient Salesforce environment, preventing potential conflicts or redundancies in your lightning record pages.
Zumzum Expense Sheet Detail Lightning Record Page Description
See below for the meta data settings of the Expense Sheet Detail Lightning Record Page.
| Label | Developer Name | Page Type | Object | Template | Description | Enable page-level dynamic actions for Salesforce mobile app | Activation |
|---|---|---|---|---|---|---|---|
| Expense Sheet Detail | Expense Sheet Detail | Page | Expense Sheet Detail | Grouped Header and One Region | Sample Expense Sheet Detail Lightning Record Page. | False | Assignments:
Org Default True MTD For VAT |
Expense Sheet Detail Lightning Record Page
Zumzum Expense Sheet Detail Lightning Record Page Components
Use the list below to learn about the various components contained on the default Expense Sheet Detail Lightning Record Page. Use these components and configurations to inspire you to create your own custom lightning record pages. Once you’ve created your own custom lightning record pages, please activate and assign as your app or org default.
| Component Type | Component Name | Description | Filters |
|---|---|---|---|
| Page Layout | Record Detail | Fields are displayed from the Expense Sheet Detail Layout | None |
| Compact Layout | Expense Sheet Detail | Default fields displayed are
Expense Sheet Name |
None |
| Dynamic Quick Action | Delete | Delete the Expense Sheet Detail. Only visible and possible when the Expense Sheet is in Draft or Rejected status and the Expense Sheet Detail is in status of Draft. | Show Delete quick action if
Field Posting Status Equal to ‘Draft’ or ‘Rejected’ |
| Dynamic Quick Action | Edit | Delete the Expense Sheet Detail. Only visible and possible when the Expense Sheet is in Draft or Rejected status and the Expense Sheet Detail is in status of Draft. | Show Edit quick action if
Field Posting Status Equal to ‘Draft’ or ‘Rejected’ |
| Highlights Panel | Highlights Panel | Contains Dynamic Actions and displays fields from the Zumzum Expense Sheet Detail Compact Layout. | None |
| Page | Expense Sheet Detail Record Page | Grouped Header and One Region | None |
| Tabs | Tabs | Placed in the main section and keeps content in a container including:
Details |
None |
Learn more about managing and approving expense claims in Zumzum Financials.