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Journal Lightning Record Page

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. 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.

    Journal Lightning Record Page Description

    See below for the meta data 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
    Example Journal

    Example Journal

    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
    Reference
    Posting Date
    Total Foreign Debit
    Total Foreign Credit
    Foreign Balance

    		 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
    in Lightning User Interface Configuration

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