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Create Application Action Items

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Create Application Action Items

As a funding analyst, when the stage of the application form product is Signature Complete, create application action items for dealers to upload documents on the Funding Workbench console.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create application action items Vehicle and Asset Lending permission set
  1. From the app launcher, search for and select Funding Workbench.
  2. From the navigation menu, select Application Form Products and open a record.
  3. Go to the Assigned Actions tab.
  4. Click New.
  5. Enter a name.
  6. For type, select the Upload.
  7. Assign it to the relevant user and add other details as required.
  8. Save your changes.
 
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