Zumzum Financials Knowledge Base
Overview:
The Expense Sheet Lightning Record Page is a customisable interface within Salesforce Lightning Experience designed for managing and viewing sheets. It provides a comprehensive view of expense records, allowing users to track and manage expenses efficiently. This record page typically includes sections for expense details, approvals, attachments, and related transactions, enabling users to easily access and update expense information. The Lightning Record Page’s flexibility allows for tailored layouts and components to fit specific business needs and enhance user experience.
The Zumzum Expense Sheet Lightning Record Page is a template provided for you as the default lightning record page view for Expense Sheets in the Zumzum Financials Lightning App. You will be able to make a clone of this lightning record page, customise and deploy with your own change sets.
Please note, all Zumzum lightning record pages are locked and may not be edited. Although you may believe you are editing the standard Zumzum lightning record page template, you may inadvertently create your own copies of the page. Please do check your Salesforce org to see if you have multiple copies of a lightning record page on your object.
Zumzum Expense Sheet Lightning Record Page Description
See below for the metadata settings of the Expense Sheet Lightning Record Page.
| Label | Developer Name | Page Type | Object | Template | Description | Enable page-level dynamic actions for Salesforce mobile app | Activation |
|---|---|---|---|---|---|---|---|
| Expense Sheet | Expense Sheet Lightning Record Page | Page | Expense Sheet | Header and Right Sidebar Template | Default Zumzum Expense Sheet Record Page Template. | False | Assignments:
Org Default False |
Zumzum Expense Sheet Lightning Record Page Components
Use the list below to learn about the various components contained on the default Expense Sheet 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 |
|---|---|---|---|
| Compact Layout | Expense Sheet | Default fields displayed are
Claim No |
None |
| Dynamic Quick Action | Add Expense | Add a new Expense Sheet Detail entry on the Expense Sheet page. | Show Delete quick action if
Field Posting Status Equal to ‘Draft’ or ‘Rejected’ |
| Dynamic Quick Action | Delete | Delete the Expense Sheet. Only visible and possible when the Expense Sheet is in Draft or Rejected status. | Show Delete quick action if
Field Posting Status Equal to ‘Draft’ or ‘Rejected’ |
| Dynamic Quick Action | Edit | Edit the Expense Sheet. Only visible and possible when the Expense Sheet is in Draft or Rejected status. | Show Edit quick action if
Field Posting Status Equal to ‘Draft’ or ‘Rejected’ |
| Dynamic Quick Action | Convert to Invoice | Converts the current expense sheet record page to a Purchase Invoice or Purchase Credit for expense claims. | none |
| Dynamic Quick Action | Add_Expense_External | Contains Dynamic Action to add an external expense claim. | Dynamic Action that is visible to “Mobile” only.
Show Add_Expense_External quick action if Page Lightning Record Page Viewed on ‘Mobile’ |
| Highlights Panel | Highlights Panel | Contains Dynamic Actions and displays fields from the Zumzum Expense Sheet Compact Layout. | None |
| Page | Zumzum Expense Sheet Record Page | Header and Right Sidebar Template | None |
| Page Layout | Record Detail | Fields are displayed from the Expense Sheet Layout | None |
| Path | Expense Sheet Status | Displays the values of the Expense Sheet Status field. | Only appears if Path is enabled in your org. |
| Tabs | Tabs | Placed in the main section and keeps content in a container including:
Related (Default) |
None |
| Tabs (Right Sidebar) | Tabs | Placed in the right sidebar section and keeps content in a container including:
Chatter (Default) |
None |
The Zumzum Expense Sheet Lightning Record Page is the default template for viewing Expense Sheets in the Zumzum Financials Lightning App. Users can clone and customise this page using their own change sets. Note that all standard Zumzum lightning record pages are locked and cannot be edited directly. Be mindful of inadvertently creating duplicate pages in your Salesforce org while customising.
Learn more about expense sheets in Zumzum Financials.