Configure an Expenses Tab

Add the Expenses tab for managing participants and their role during the Activity on the Activity Report page for the Event record type.

  1. Map the Expenses tab and the Activity Report page for the corresponding Activity record type via the appropriate custom setting.

  2. Customize fields to display on the Expenses tab.

Manage Expenses Tab Settings Records

To display the Expenses tab on the Activity Report page:

  1. Go to Setup → Custom Code → Custom Settings.

  2. Click Manage next to Expenses Tab Settings.

  3. Specify a new record for the specific user/profile or edit the record for the whole Salesforce organization.

    Read the description of each parameter here.

    • specify the user/profile

    • specify the required Activity record type

    • specify the API name of the Expenses Tab field set to display: CTCPG__ExpenseTab

    • set active

  4. Click Save.

    ct expenses tab settings example

The setup is complete.

Customize Fields to Display on the Expenses Tab

To customize fields to display on the Expenses tab:

  1. Go to Setup → Object Manager → CT CPG Activity Data → Field Sets.

  2. Click one of the Expenses Tab field set.

  3. On the page layout editor, drag-n-drop or remove fields to display.

  4. Click Save.

The setup is complete.

expenses tab example

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