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            Configure the View Fee Payment History Page

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            Configure the View Fee Payment History Page

            Give constituents insight into the regulatory transaction fees associated with their applications and inspections.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To access regulatory transaction fees: Public Sector Access
            To create custom list views: Read on the type of record included in the list AND Create and Customize List Views
            To customize or publish an Experience Cloud site:

            Be a member of the site AND Create and Set Up Experiences

            OR

            Be a member of the site AND an experience admin, publisher, or builder in that site

            Create a custom site page based on list views of regulatory transaction fees in your org. Public Sector Solutions includes an All Regulatory Transaction Fees list view; create additional list views of paid transaction fees and due transaction fees. Then, create a View Fee Payment History page on your licenses and permits site that uses all three list views to show constituents transaction information about fees associated with their applications and inspections.

            Create List Views for Regulatory Transaction Fees

            First, create a list view of upcoming regulatory transaction fees that are due, and a list view of past fees that are paid.

            1. From the App Launcher ( App Launcher icon), find and select Regulatory Transaction Fees.
            2. Click List View Controls icon, and then click New.
            3. For List Name, enter Due Regulatory Transaction Fees, and then press Tab to autopopulate the list API name.
            4. Save your changes.
              On the list view page, specify the fields to show in the view.
            5. Click Filters icon.
              1. Click Filter by Owner, select All regulatory transaction fees, and then click Done.
              2. Click Add Filter. For Field, select Status, for Operator select equals, and for Value select Due. Then click Done.
              3. Save your work.
            6. Create another list view that displays records of regulatory transaction fees that have been paid.
              1. Name the list Paid Regulatory Transaction Fees.
              2. For Filter by Owner, select All regulatory transaction fees.
              3. Add a filter, and for Field, select Status, for Operator select equals, and for Value select Paid.

            Create the View Fee Payment History Site Page

            Now, create the site page that shows constituents the regulatory transaction fees based on the list views.

            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Click Builder for your licenses and permits site.
            3. Click Pages icon, and then select New Page.
            4. Select Standard Page, select Flexible Layout, and then click Next.
            5. For Name, enter View Fee Payment History, and then click Create.

              The URL and API name are automatically generated.

              Now, add Lightning components to the page.

            6. Click Components icon, and then drag the Rich Content Editor component to the canvas.
            7. Click Edit Content.
            8. Enter a page title and brief description. Format the text as desired. For example, for the title, enter View Fee Payment History in bold text. On a new line, enter the description View transactions grouped by their status, or view a list of all transactions. Click a transaction to see its details..
              Rich Content Editor
            9. Click Components icon, and then drag the Tabs component to the canvas under the component with the title and description.
            10. In the Tabs properties panel, rename Tab 1 Due, rename Tab 2 Paid, and rename Tab 3 All Transactions.
              Tabs component
              Next, add the regulatory transaction fee list views to the tabs.
            11. Select the Due tab, and then drag the Record List component to the canvas.
            12. In the Record List properties panel, for Object Name, select Regulatory Transaction Fee, and for Filter Name, select Due Regulatory Transaction Fees. Specify other options as desired.
              The Record List properties for Due Regulatory Transaction Fees
            13. Select the Paid tab, and then drag the Record List component to the canvas.
            14. In the Record List properties panel, for Object Name, select Regulatory Transaction Fee, and for Filter Name, select Paid Regulatory Transaction Fees. Specify other options as desired.
            15. Select the All Transactions tab, and then drag the Record List component to the canvas.
            16. In the Record List properties panel, for Object Name, select Regulatory Transaction Fee, and for Filter Name, select All Regulatory Transaction Fees. Specify other options as desired.
              Now that the page is configured, add it to the site navigation menu.
            17. Select the Theme Navigation Menu component. In the properties panel, click Edit Default Navigation, and then click Add Menu Item.
            18. Name the menu item View Fee Payment History. For Type, select Site Page, and for Page, select View Fee Payment History.
            19. Specify other options based on your needs, drag to position your menu item as desired, and save your menu.
            20. Preview the page, test your site navigation, and publish your changes when you’re ready.

            See Also

             
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