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Update Philanthropic Research Page Layouts in Nonprofit

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Update Philanthropic Research Page Layouts in Nonprofit

Add buttons to Philanthropic Research record pages to easily launch the Philanthropic Research: Promote Party Philanthropic Indicator to Party Philanthropic Occurrence and Create Research Request Case flows.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
User Permissions Needed  
To create and add a button to page layouts:

Fundraising_Admin permission set group
  1. From the object management settings for Party Philanthropic Indicator, click Buttons, Links, and Actions.
  2. Click New Button or Link.
  3. In Label, enter Verify Indicator.
    Press Tab to automatically fill the Name field.
  4. Select Detail Page Button as the display type.
  5. Select Display in new window as the behavior.
  6. Select URL as the content source.
  7. In the text box, enter the URL for your copy of the Prospect Research: Promote Party Philanthropic Indicator to Party Philanthropic Occurrence flow. Make sure to include the input variable for Party Philanthropic Indicator and a return URL.
    For example, /flow/<your_flow_name>?PartyPhilanthropicIndicatorId={!PartyPhilanthropicIndicator.Id }&retUrl=/{!IF( ISNULL( PartyPhilanthropicIndicator.PartyPhilanthropicOccurrenceId) , PartyPhilanthropicIndicator.Id , PartyPhilanthropicIndicator.PartyPhilanthropicOccurrenceId)}.
  8. Save your changes.
  9. Add the new Verify Indicator button to your Party Philanthropic Indicator page layout.
  10. Similarly, create a Request Research button configured with the Prospect Research: Create Research Request Case flow, and add the button to the Interaction Summary, Party Philanthropic Assessment, Party Philanthropic Indicator, Party Philanthropic Milestone, and Party Philanthropic Occurrence page layouts.
 
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