Loading
Salesforce now sends email only from verified domains. Read More
Insurance
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add the Create New Version Button to Calculation Matrix and Calculation Procedure Version Pages

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Add the Create New Version Button to Calculation Matrix and Calculation Procedure Version Pages

            The buttons that let you create new versions of calculation matrices and calculation procedures exist in Insurance, but they're not included in the page layouts by default.

            Your org might already have the Create New Version buttons included on Page Layouts. Check to see if it does. If it doesn't, you can add it.

            1. Add the Create New Version button to the Vlocity Calculation Matrix Version page.
              1. From Setup, click the Object Manager tab.
              2. Click Vlocity Calculation Matrix Version.
              3. Click Page Layouts.
              4. Click Vlocity Pricing Matrix Version Layout.
              5. In the top panel, click Mobile & Lightning Actions.
              6. In the main panel, under Salesforce Mobile and Lightning Experience Actions, click Override the predefined actions.
              7. Drag Create New Version from the top panel down into the Salesforce Mobile and Lightning Experience Actions area.
              8. Save your changes.
            2. Add the Create New Version button to the Vlocity Calculation Procedure Version page.
              1. From Setup, click the Object Manager tab.
              2. Click Vlocity Calculation Procedure Version.
              3. Click Page Layouts.
              4. Click Pricing Procedure Version Layout.
              5. n the top panel, click Mobile & Lightning Actions.
              6. In the main panel, under Salesforce Mobile and Lightning Experience Actions, click Override the predefined actions.
              7. Drag Create New Version from the top panel down into the Salesforce Mobile and Lightning Experience Actions.
              8. Save your changes.
             
            Loading
            Salesforce Help | Article