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donor360:object_configuration:70funding_request_import_staging

Funding Request Import Staging

This section is for working through buttons, related lists and lightning pages for the Funding Request Import Staging object. Funding Request Import Staging is a staging object for use with external systems. For more detailed instruction on configuring Page Layouts or Lightning Pages, see the Accounts or Contacts object configuration.

Content

Page Layouts

  • Click Setup, Object Manager, Funding Request Import Staging
  • Select Page Layouts, Select Funding Request Import Staging Layout, 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 Funding Request Import Staging in a “Default” lighting view. But if you want to configure one, follow these steps.

From Fund Distribution, 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 Funding Request Import Staging), Next
    • Choose a Page Template from left panel, Done
    • Build the new Fund Relationship lightning page by dragging the components and fields from the left panel.
    • Save and Activate
donor360/object_configuration/70funding_request_import_staging.txt · Last modified: by judy.otto