====== Funding Programs ====== This section is for working through buttons, related lists and Lightning Pages for the Funding Program object. ===== Content ===== * [[donor360:object_configuration:45funding_programs#Page Layouts|Page Layouts]] * [[donor360:object_configuration:45funding_programs#Lightning Page|Lightning Page]] ==== Page Layouts ==== * Click **Setup**, **Object Manager**, **Funding Program** * Select Funding Program 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: * Subordinate Funding Programs * Grants or Funding Requests (depending upon if the label was changed) * 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** {{ :donor360:object_configuration:fundingprogramspagelayoutrellists.png?600 |}} ==== Lightning Page ==== * Select the Custom Lightning Funding Programs Record Page previously created. * Click **Edit** * Click **Fields** in left panel * Grab **Dynamic Highlights Panel** from panel and drag above the existing Highlights Panel * In right panel, Set **Primary Field** * Populate the desired fields in the **Dynamic Highlights Panel** by dragging them from the left * Set number of **Visible Action Buttons**, Click **Add Action** to select buttons * Add filters to Action buttons as needed * Click **Save** * Click **Tabs** section, Click **Record Detail** * Click **Upgrade Now** button, **Next** * Select the Page Layout previously created, **Finish** * Adjust the name of sections and move fields as desired * Add Filter to tabs as needed The Funding Programs Lightning Page should look something like this. {{ :donor360:object_configuration:fundingprogramlightningpage.png?600 |}}