Disbursements

This section is for working through buttons, related lists and lightning pages for the Disbursement object. Disbursement represents the amount and date for paying out of a funding request and it is a Outbound Funds Module object. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see the Accounts or Contacts object configuration.

• Page Layouts
• Lightning Page

• Click Setup, Object Manager, Disbursements
• Select Page Layouts, Select Disbursement Layout, then Save As to create a new version
• Click Related Lists in the pallet
  • Add or remove related lists as needed
• Save

If a new page layout was created, assign to the appropriate Profiles

Follow the steps below to clone the Disbursement Record Page and customize.

From Disbursement, Object Manager, Select Lightning Record Pages

• Click Disbursement Record Page, Click Clone and add a new label and API Name, configure as needed
• Save and Activate