Expenses Tab Settings

Expenses is an entity to hold the spending related to the event.

Customize an Expenses related tab by adding the required fields to the Expenses Tab field set.

To customize the view of the Expenses related tab:

  1. Go to Setup (1) → Custom Code → Custom Settings (2).

  2. Click Manage (3) next to Expenses Settings.

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    The Expenses Tab Settings Detail page opens.

    You can also click Expenses Tab Settings and then click Manage (3) on the Expenses Tab Settings page.

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  3. Click Edit to manage Default Organization Level Value.

    Click New to create a new organization level value.

58829525 Check the description of the fields.

Setting Name Type Description Example

Active

Checkbox

If selected, that setting is active, and the Activity Report page uses it.

Additional Parameter

Text (255)

Additional SOQL-criteria are in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist checkbox is checked and the Field To Show As Picklist field is populated.

Allow Record Management

Text (255)

Specifies the values true or false for each record type developer name specified in the Record Type Developer Name field for enabling add or delete record functionality.

  • Set true to add or delete records and false to disable these options.

  • Use comma delimiter for multiple records.

true,false

Field Set Name

Text (255)

Specify Activity Data field set API name for each record type specified in Record Type Developer Name field.

Use comma delimiter for multiple records.

CTPHARMA_ExpenseTab

Fields To Show As Picklist

Text (255)

The field API-name with lookup type displays as a picklist in a selected order.

Record Type Developer Name

Text (255)

Specify the list of API names for Activity object record types, in order to display the tab on the Activity Report page when creating an activity with the specified record type.

Visit, Event

Show Lookup As Picklist

Text (255)

If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in Additional Parameter field.

The view of the tab is customized.

Also, you can customize the Expenses tab for each Profile on the CT Pharma Control Panel: Activity Report tab.

Now, you can edit the Expenses Tab field set:

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See also:

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