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donor360:object_configuration:3affiliations

Affiliations

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

Content

Page Layouts

  • Click Setup, Object Manager, Affiliation
  • Select Page Layouts, Select Affiliation Layout created in earlier step, 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 previously created 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/3affiliations.txt · Last modified: by judy.otto