Funding Programs

This section is for working through buttons, related lists and Lightning Pages for the Funding Program object.

• Page Layouts
• Lightning Page

• 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

• 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.