Module 8: Uploading Receipts using the Chatter Feed

The Chatter Feed allows authorized users to communicate about an object. Object Actions provide a way to quickly access common tasks related to an object. In this module, you enable the Chatter Feed for the Expense object, and you create an Object Action that lets the user attach a receipt to an expense.

Step 1: Enable Feed Tracking

1. In Setup, select Customize > Chatter > Feed Tracking

2. Select the Expense object, and check Enable Feed Tracking

   

3. Click Save

Step 2: Modify the Publisher Actions Layout

1. In Setup, select Build > Create > Objects and click the Expense link

2. In the Page Layouts section, click the Edit link to the left of Expense Mobile Layout

3. In the Publisher Actions section, click the override the global publisher layout link.

   

4. Examine the Publisher Actions and note that the File action is present by default

   

5. Click Save (upper left)

Step 3: Test the Application

1. Tap the menu icon (upper left corner)

2. In the menu, tap Expenses under Recent

3. Tap an expense in the list

4. Tap the publisher button (lower right corner)

5. Tap File

   

6. Attach an image

   • If you are running the application on a device, attach an image using Use Latest Photo, Take Photo or Pick from Camera Roll

     

   • If you are running the application in the Salesforce1 emulator, attach an image using Upload a file from device

7. Add an optional comment and click Share

   

8. On the Expense Report details screen, swipe right to reveal the Chatter Feed for this expense. You should see the image attachment.

   

   The Chatter Feed automatically allows you and authorized users to communicate about this expense if needed.

Step 4: Add a Related List to the Page Layout

Another way to look at the receipts for an expense is to add the Notes & Attachments list to the Expense Mobile Layout:

1. In Setup, select Build > Create > Objects and click the Expense link

2. In the Page Layouts section, click the Edit link to the left of Expense Mobile Layout

3. Click Related Lists, drag Notes & Attachments to the Related Lists section, and click Save

   

4. In the Salesforce1 app, go back to the Expense details view and swipe left to reveal the related information view

   If the Notes & Attachments option doesn't appear, pull (swipe down and release) the view to refresh it.

   

5. Tap Notes & Attachments to reveal the list of attachments

   

6. Tap the file you just attached to see it in the image viewer

   

7. Tap the Close button (upper left)