Product Documentation

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

• Page Layouts
• Lightning Page

* 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

• 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.