Payments
This section is for working through buttons, related lists and Lightning Pages for the Payments object.
Content
Page Layouts
- Click Setup, Object Manager, Payments
- Select Page Layouts, Select Payments (Cash) in the pallet
- No related lists are needed
- Ensure fields are on page layout
- Select Page Layouts, Select Payments (Non-Cash) in the pallet
- Add or remove related lists as needed, but include:
- Security Settlements
- Other lists are optional
- Ensure fields are on page layout that relate to security settlement records
- Click Save
- Click Page Layout Assignment to ensure users see the correct layouts
Lightning Page
- Select the Custom Lightning Payment Record Page (either the one labeled with FDNP or a custom version) for Payment record.
- Click Edit
- It's optional to setup a customized Highlights Panel for the Payment object. If desired, follow the steps below. NOTE: these are similar steps already followed for Accounts and Contacts.
- 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
- Add Filter to Dynamic Highlight Panel if desired
- Remove the standard Highlight Panel, Save
- It's also optional to upgrade the Record Detail section of the Details tab. If desired, follow the steps below. NOTE: these are similar steps already followed for Accounts and Contacts.
- Click Tabs
- Click Upgrade Now in the right panel, Next
- Select the Page Layout previously created for Payments, Finish
- Leave the Default Tab as “Details”
- Individual fields can be filtered as needed
- Click Save
The Payment page should look something like this when finished.
Cash Payment Record:
Security Payment Record:
