====== Affiliations ====== This section is for working through buttons, related lists and Lightning Pages for the Affiliation object. ===== Content ===== * [[donor360:object_configuration:3affiliations#Page Layouts|Page Layouts]] * [[donor360:object_configuration:3affiliations#Lightning Page|Lightning Page]] ==== Page Layouts ==== * Click **Setup**, **Object Manager**, **Affiliation** * Select Page Layouts, Select Affiliation 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: * Affiliation History * Other lists are optional * Click **Save** ==== Lightning Page ==== * Select the Custom Lightning Affiliation Record Page (either the one labeled with FDNP or a custom version) for Affiliation record. * Click **Edit** * It's optional to setup a customized Highlights Panel for the Affiliation 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 **Affiliations**, **Finish** * Leave the **Default Tab** as "Details" * Individual fields can be filtered as needed * Click **Save** The Affiliation page should look something like this when finished. {{ :donor360:object_configuration:affiliationpage.png?400 |}}