===== Funding Requests ===== This section is for working through buttons, related lists and Lightning Pages for the Funding Request object. ==== Content ==== * [[donor360:object_configuration:100funding_requests#Page Layouts|Page Layouts]] * [[donor360:object_configuration:100funding_requests#Lightning Page|Lightning Page]] === Page Layouts === * Click **Setup**, **Object Manager**, **Funding Request** * Select Funding Request Layout (either the one labeled with FDNP or a custom version), Click **Related Lists** in the pallet * Add or remove related lists as needed, but include: * Disbursements * Requirements * Funding Request Roles * Files * Open Activities * Activity History * Other lists are optional * Package fields should already be included in the page layout, but add anything else necessary * Click **Save** === Lightning Page === * Select the Custom Lightning Funding Request Record Page previously created * Click **Edit** * Click **Tabs** section, Click **Record Detail** * Click **Upgrade Now** button, **Next** * Select the Page Layout previously created, **Finish** * Click **Fields** in left panel and drag any fields not in layout to the desired location; add Field Sections and label as needed; remove any fields not needed * Grab **Dynamic Highlights Panel** from Components panel and drag above the existing Hightlights Panel * Drag desired fields to the panel * Click **Add Action** to add desired buttons to the panel, add filters to buttons as needed * Click **Save** * If not already Activated, Click **Activation** button, **Assign as Org Default**, **Next**, **Finish** * Click **Disbursements** tab * Ensure the **Grant Payment Management** component is on the page * Some fields visible can be adjusted * A **Dynamic Related List - Single** component for the **Disbursement** object should be included directly under the **Grant Payment Management** component The Funding Request Lightning Page should look something like this. {{ :donor360:object_configuration:fundingrequestlightningpagedetails.png?600 |}} {{ :donor360:object_configuration:fundingrequestlightningpagedisbursements2.png?600 |}}