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Add the Initiate Vehicle First Notice of Loss Action to the Policy Record Page

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Add the Initiate Vehicle First Notice of Loss Action to the Policy Record Page

To enable your users to quickly access the Initiate Vehicle First Notice of Loss Omniscript, add the Initiate Vehicle First Notice of Loss action launcher to the policy record page layout.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
User Permissions Needed
To add an action to the policy page: Customize Application
  1. In Setup, click Object Manager.
  2. In the Quick Find box, enter Insurance Policy, and then select Insurance Policy.
  3. Click Lightning Record Pages, and select Insurance Policy Record Page.
  4. Click Edit.
  5. On the Components tab, add Action Launcher to the record page.
  6. In the properties pane, select the action launcher deployment that you created when you created the Initiate Vehicle First Notice of Loss Action.
  7. Save your changes.
 
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