====== GAU Allocation ====== This section is for working through buttons, related lists and lightning pages for the GAU Allocation object (sometimes relabeled to Gift Allocation or Fund Allocation). The GAU Allocation represents the transaction into a Fund. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see the [[1accounts|Accounts]] or [[20contacts|Contacts]] object configuration. ===== Content ===== * [[donor360:object_configuration:85gau_Allocations#Page Layouts|Page Layouts]] * [[donor360:object_configuration:85gau_Allocations#Lightning Page|Lightning Page]] ==== Page Layouts ==== * Click **Setup**, **Object Manager**, **GAU Allocation** * Select **Page Layouts**, Select **Allocation Layout(FDNP)**, then **Save As** to create a new version * Click **Related Lists** in the pallet * Add or remove related lists as needed * **Save** If a new page layout was created, assign to the appropriate Profiles ==== Lightning Page ==== A custom Lightning Page isn't necessary for this object. Users will see the GAU Allocation in a "Default" lighting view. But if you want to configure one, follow these steps. From GAU Allocation, Object Manager, Select **Lightning Record Pages** * If a page exists, select it or Click **New** to create a new page * If you selcted an existing page, Click **Clone** and add a new label and API Name, configure as needed, Click **Save** * If you clicked **New**, Select **Record Page** from left panel, **Next** * Assign a Label and Search and Select the object (in this case GAU Allocation), **Next** * Choose a **Page Template** from left panel, **Done** * Build the new GAU Allocation lightning page by dragging the components and fields from the left panel. * **Save** and **Activate**