Zumzum Financials Knowledge Base
Overview:
The Journal Lightning Record page is a template provided for you as the default lightning record page view for Journals in the Zumzum Financials Lightning App. This page is designed to provide a streamlined and efficient interface for managing journal entries within Salesforce. As a user, you will be able to make a clone of this Lightning record page, allowing you to customise it to better suit your organisation’s specific needs. Once cloned and customised, you can deploy these changes using your own change sets, ensuring that the tailored page is accessible to your users.
It is important to note that all Zumzum Lightning record pages are locked to prevent direct editing. This measure is in place to maintain the integrity and consistency of the default templates. However, this means that while you may appear to be editing the standard Zumzum Lightning record page, you are creating new copies of the page. This can lead to multiple versions of a Lightning record page within your Salesforce organization. Therefore, it is advisable to regularly check your Salesforce org to ensure there are no unintended duplicate record pages associated with your objects.
Journal Lightning Record Page Description
See below for the metadata settings of the Journal Lightning Record Page.
| Label | Developer Name | Page Type | Object | Template | Description | Enable page-level dynamic actions for Salesforce mobile app | Activation |
|---|---|---|---|---|---|---|---|
| Journal Record Page | Journal Record Page | Page | Journal | Header and Right Sidebar Template | Default Zumzum Financials Lightning Record Page Template. | False | Assignments:
Org Default True |
Journal Lightning Record Page Components
Use the list below to learn about the various components contained on the default Journal 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 | Journal Company Layout | Default fields displayed are
Journal Name |
None |
| Dynamic Quick Action | Clone With Line Items | Load a new Journal by cloning the Journal and Journal Line Item data. | none |
| Dynamic Quick Action | Delete | Delete the Journal. Only visible and possible when the Journal is in draft status. | Show Delete quick action if
Field Posting Status Not Equal to ‘Posted’ |
| Dynamic Quick Action | Edit | Edit the Journal and Journal Line Items. Only visible and possible when the Journal is in draft status. | Show Edit quick action if
Field Posting Status Not Equal to ‘Posted’ |
| Dynamic Quick Action | Post Journal | Create journal ledger entries. Only visible and possible when the journal is in draft status. | Show Post Journal quick action if
Field Posting Status Not Equal to ‘Posted’ |
| Dynamic Quick Action | Unpost Journal | Revert the status of posted journal ledger entries back to draft. Only visible and possible when the journal is in Posted status. | Show Post Journal quick action if
Field Posting Status Not Equal to ‘Posted’ |
| Highlights Panel | Highlights Panel | Contains Dynamic Actions and displays fields from the Journal Company Compact Layout. | None |
| Path | Journal | Displays the values of the Journal Status field. | Only appears if Path is enabled in your org. |
| Page | Journal Record Page | Header and Right Sidebar Template | None |
| Tabs | Tabs | Placed in the main section and keeps content in a container including:
Related (Default) |
None |
| Page | Record Detail | Fields are displayed from the Journal Layout | None |
This page is the default view for managing journal entries in the Zumzum Financials Lightning App. Users can clone and customise this page to suit their organization’s needs, deploying changes with their own change sets. Zumzum Lightning record pages are locked to maintain template integrity, meaning direct edits create new copies, which can result in multiple versions. Regularly checking for duplicates in your Salesforce org is recommended to avoid clutter. Understanding these features allows effective customisation and management of Lightning record pages, enhancing the user experience and organisational structure.
Learn more about creating and configuring lightning experience record pages in Salesforce. Browse more articles about lightning user interface configuration here.