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为文档核对清单项目创建文档验证定义
定义多级对象层次结构,并根据文档类别和类型指定文档验证的字段。配置相关记录,以验证文档核对清单项目数据。定义必须为特定文档核对清单项目验证哪些字段。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
定义多级对象层次结构,并根据文档类别和类型指定文档验证的字段。配置相关记录,以验证文档核对清单项目数据。定义必须为特定文档核对清单项目验证哪些字段。
| 适用于:Lightning Experience。 |
| 适用于:启用了 Financial Services Cloud 的 Enterprise 和 Unlimited Edition。 |
| 所需用户权限 | |
|---|---|
| 创建文档验证定义 | Financial Services Cloud 扩展或 FSC 销售或 FSC 服务 和 文档核对清单项目权限集。 |
查看文档核对清单项目,以根据记录中的数据验证上传的文档。验证文档核对清单项目后,更新状态并添加评论。请参阅验证文档核对列表项目中的文档。

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