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

