Add Verification Items to Other Records (Optional)

Allow grantmakers to see Verification Items and, if configured, search for an organization’s tax status from a Funding Request, Requirement, Disbursement, or Contact record by putting the Verification Items component on an object’s page layout.

We’ll go through an example of adding this component to the Funding Request record page layout.

Now, when a grantmaker is on a Funding Request record, they’ll see Verification Items related to the record and, if configured, be able to search for an organization’s tax status.

Tip To keep track of the cloned Lightning record page, go back to Lightning Record Pages then click your cloned layout. Click Edit and give the page a unique name. Save your changes.

Note Before adding the Verification Items component to a record page layout, make sure you Set Up Remote Site Settings for tax status searches and give grantmakers at least Read access on the Verification Check object or assign them the Verifications - Manage permission set.

1. Click , then click Object Manager.

2. Click Funding Request.

3. Click Lightning Record Pages.

4. Click Funding Request Record Page.

5. Click Clone.

   

   Note We recommend adding tabs to the record page, but it’s not required. To add tabs, drag the Tabs component into the record page. You’ll have Related and Details tabs, but you can add additional tabs, such as a Verification Items tab.

6. Drag Verification Items into the record page or tab.

7. In the Create Verification Check Quick Action field, enter DocumentChecklistItem.sfdo_grants__CreateVerificationCheck. This field shows the Create Verification Check modal when a grantmaker clicks Create Verification Check.

8. In the Update Verification Check Quick Action field, enter sfdo_grants__VerificationCheck__c.sfdo_grants__UpdateVerificationCheck in the Update Verification Check Quick Action field. This field allows a grantmaker to edit a Verification Check.

9. In the Create Tax Status Check Quick Action field, enter DocumentChecklistItem.sfdo_grants__CreateTaxStatusCheck.

10. In the Update Tax Status Check Quick Action field, enter sfdo_grants__VerificationCheck__c.sfdo_grants__UpdateTaxStatusCheck.

11. Enter any Document Types and separate them by semicolons. If you configured Tax Status Search, you already have the Tax_Status_Search Document Type, but you can add more, for example, Tax_Status_Search;Legal;Finance. If left blank, all Document Checklist Items will show on this component.

12. Click Save then Activate.
13. Click App Default then Assign as App Default.
14. Select Grants Management, then click Next, Next, and Save.