The AdvoLogix Matter Management package includes a lightning component based expense form, which facilitates your users' ability to log an expense against a configured fee arrangement for your matters.
Your administrator can utilize the new expense form in the following ways:
Option 1:Ā New Expense Quick Action Button for Matters
- Go to Salesforce Setup | Object Manager.
- Search for Matter within the objects list and select to open it.
- From the sidebar, select Page Layouts.
- Find and edit the desired page layout where you want to put the new expense quick action for your users.
- Within the page layout editor, select Mobile & Lightning Actions.
- Find the action named New Expense and drag and drop it on the section labelled Salesforce Mobile and Lightning Experience Actions.
š”TIP: If this section is not allowing drag and drop, then you may need to first click on the link labelled as override the predefined actions within the section.
Option 2:Ā New Expense Action Button Override for Expenses
- Go to Salesforce Setup | Object Manager.
- Search for Expense within the objects list and select to open it.
- From the sidebar, select Buttons, Links, and Actions.
- Find the action labelled as New and click Edit from the row action drop-down menu.
- Set the Lightning Experience Override to Lightning Component.
- Select advpm:AdvoLogixExpenseEdit from the drop-down menu.
- Click Save.
If using Option 2, then your users may not be able to perform inline editing on expense records within the detail view of expenses.