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            Add Budget Components and Fields to the Application Form Page Layout

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            Add Budget Components and Fields to the Application Form Page Layout

            Show the Budget component and the Funding Opportunity field on application form record pages.

            Required Editions

            Available in: Lightning Experience
            Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To create and edit Lightning pages in the Lightning App Builder in Setup:

            View Setup and Configuration system permission

            AND

            Customize Application system permission
            To customize page layouts: Customize Application system permission
            To access Grantmaking components and fields: Grantmaking Manager permission set

            You can use the Application Form object or the Individual Application object to track applications, however, Individual Application won’t receive future platform enhancements.

            1. Create a Lightning record page or update an existing page for Application Form.
            2. Drag the Budget component onto the page.
              1. Select Budget Planning as the budget state.
              2. To hide the Submit button for this budget state, select Hide the Submit Budget button.
            3. Save your changes and, if needed, activate the page for your users.
            4. From the object management settings for Application Form, go to Page Layouts.
            5. Select your page layout.
            6. Drag Funding Opportunity and Budget from the panel to the layout.
            7. Save your changes.

            See Also

             
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