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            Add Related Lists to the Page Layout for Transaction Dispute Management

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            Add Related Lists to the Page Layout for Transaction Dispute Management

            When a dispute request is submitted, case, dispute, dispute items, document checklist items, and assessment records are created. To track and monitor disputes, add these records as related lists to the page layouts.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create and edit page layouts: Customize Application
            1. In Setup, go to Object Manager.
            2. Select the Case object.
            3. In Page Layouts, click Case Layout.
            4. From the Case Layout menu, select Related Lists.
            5. Drag Disputes, Assessments, and Document Checklist Items to the related lists section of the page.
            6. Save your changes.
            7. Similarly, in the page layout for the Dispute object, add Dispute Items to the related lists section.
            8. Similarly, in the page layout for the Dispute Item object, add Dispute Item Merchant Alerts, Dispute Item Chargebacks, Dispute Item Arbitrations, and Assessments to the related lists section.
             
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