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donor360:object_configuration:45funding_programs

Funding Programs

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

Content

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

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/45funding_programs.txt · Last modified: by judy.otto