Expense Sheet Detail Lightning Record Page

Zumzum Financials Knowledge Base

    Overview

    The Zumzum Expense Sheet Detail 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 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
    App Default:

    MTD For VAT

    Payment Gateways

    Zumzum Financials

    Expense Sheet Lightning Detail Record Page 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
    Nominal Account
    Tax Rate
    Foreign Total Net
    Foreign Total VAT
    Foreign Total Gross
    Transaction Currency

    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
    Files
    Approvals
    Purchase Invoice
    History

    None
    in

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