Global Actions

Allow users to create trips or expenses from anywhere in the app.

1. From Setup navigate to Global Actions => Publisher Layout.
2. Select  Global Layout and click Edit
3. Add quick actions to the case page layout.
   1. Click Mobile & Lightning Actions.
   2. Select New Expense button  
   3. Drop the buttons in order you would like them to appear on screen, for example, after Post and File, but before the New Event button.  This is helpful for users as Trips and Expenses are commonly used and should be easy to find.
4. After adding the New Expense and New Trip buttons, Save.