Expenses Tab Settings

Expenses Tab Settings is used to display rental items for the event, for example, promo materials or mobile stands, on the tab of the Activity Report page for the specific user or profile based on the division category.

By default, there is the setting for the whole Salesforce organization. To enhance or restrict a particular user or profile access, create a new record.


API name in Salesforce: CTCPG__ExpensesTab__c


Field API Name Type Description

Active

CTCPG__IsActive__c

Checkbox

If selected, the setting is active, and rental items can be added to the corresponding Activity Report.

Additional Parameter

CTCPG__AdditionalParam__c

Text (255)

Not in use.

Allow Record Management

CTCPG__AllowRecordManagement__c

Text (255)

Specify if the user is allowed to add and remove rental items on the Expenses tab of the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces):

  • true to enable;

  • false to restrict.

Field Set Name

CTCPG__FieldSetName__c

Text (255)

Specify the API name of the field set for the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without a blank space).

Field To Show As Picklist

CTCPG__FieldToShowAsPicklist__c

Text (255)

Not in use.

Record Type Developer Name

CTCPG__RecordTypeDeveloperName__c

Text (255)

Specify the list of API names of Activity record types to display the Event Members tab on the Activity Report page (separated by a comma, without blank spaces).

Show Lookup As Picklist

CTCPG__ShowLookupAsPicklist__c

Checkbox

Not in use.

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