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            Set Up Application Stage Values for Vehicle and Asset Lending

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            Set Up Application Stage Values for Vehicle and Asset Lending

            Create picklist values for the Stage field on Application Form and Application Form Product objects. Also, create picklist values for the Applicant Visible Status and Partner Visible Status fields on the Application Form Product object. These field values help you use Stage Management and Compliant Data Sharing for vehicle and asset lending applications.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To edit fields and picklists values for objects: Customize Application
            1. Verify that these picklist values are available for the Stage field on Application Form.
              1. From Setup, go to Object Manager.a
              2. Search for and select Application Form.
              3. Go to the Fields & Relationships tab.
              4. Click the Stage field.
              5. In the Stage Picklist Values section, make sure these values are active.

                Initiated, In Progress, On Hold, Rejected, Approved, Intake, Submitted, In Review, Decision, Closing, Book to Core.

              6. Save your changes.
            2. Verify that these picklist values are available for the Stage field on Application Form Product.
              1. In Object Manager, search for and select Application Form Product.
              2. Go to the Fields & Relationships tab.
              3. Click the Stage field.
              4. In the Stage Picklist Values section, make sure these values are active.

                Intake, Submitted, In Review, Need More Info, Underwriter Approved, Customer Approved, Auto Approved, Customer Rejected, Underwriter Rejected, Auto Rejected, Contract Generation, Awaiting Signature, Signature Complete, Contract in Review, Book to Core.

              5. Save your changes.
            3. Verify that these picklist values are available for the Applicant Visible Status field on Application Form Product.
              1. In Object Manager, find and select Application Form Product.
              2. Go to the Fields & Relationships tab.
              3. Click the Applicant Visible Status field.
              4. In the Applicant Visible Status Picklist Values section, make sure these values are active.

                Application, Document Upload, Submitted, In Review, Need More Info, Approved, Rejected, Contract Generation, Awaiting Signature, Signature Complete, Loan Booked, Lender Approved, Lender Rejected, Contract in review, Submitted for review.

              5. Save your changes.
            4. Verify that these picklist values are available for the Partner Visible Status field on Application Form Product.
              1. In Object Manager, find and select Application Form Product.
              2. Go to the Fields & Relationships tab.
              3. Click the Partner Visible Status field.
              4. In the Partner Visible Status Picklist Values section, make sure these values are active.

                Lender Approved, Lender Rejected, Awaiting Signature, Loan Booked, Contract Generation, Contract in Review, Approved, Rejected, Submitted for Review, Need More Info, Signature Complete.

              5. Save your changes.
             
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