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Custom Expense Columns

You can customize which columns appear in the Expense table by configuring custom metadata types in Salesforce Setup.

Steps​

  1. Navigate to Setup: Click on the Setup gear icon in Salesforce.
Click on Setup…
  1. Search for Custom Metadata Types: Type "Custom Metadata Types" in the Quick Find search bar.
Type "Custom Metadata Types" into the Search Bar
  1. Navigate to Flair Table Column: Scroll down to find Flair Table Column and click Manage Records.
Scroll down to the Flair Table Column and Click on Manage Records
  1. Create a new field: Click New to add a new column to the expense table.
Click on New to add a Field to the Expense Table
  1. Fill out the information: Make sure to use the correct Field API Name (the field needs to be created before adding the column to the table!) and Object API Name.
Paste all necessary information, such as Object API Name and Field API Name
  1. Set position and activate: Choose the Position in the Table and make sure the Field is active, then click Save.
Choose the wanted Position in the Table, make sure the Field is active, and click on Save
  1. Verify the changes: Navigate to the Expense Table via the App Launcher to double-check that the field was added successfully.
Navigate to the Expenses via App Launcher Make sure the Field Cheque Number has successfully been added to the Expense Table
info

Make sure the field exists in Salesforce before adding it as a column to the table. The Field API Name must match exactly.