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Create Funding Request Paths
Help your users complete funding requests by creating paths that guide them through each step.
- Enable Paths
To start creating paths in Outbound Funds Module, turn it up in Setup. - Create a Path
Create a path to help your teams follow a funding request status. - Add Path to Page Layout
Add the funding request path to a Lightning page to make it available to your users.
Enable Paths
To start creating paths in Outbound Funds Module, turn it up in Setup.
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Click
, then click Setup. -
From Setup, enter Path in the Quick Find box, then select Path Settings.
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Click Enable.
Create a Path
Create a path to help your teams follow a funding request status.
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Click New Path.
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Enter a Path Name. For example, Funding Request.
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Press tab to autofill API Reference Name.
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Select the object used in this path. For example, Funding Request.
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Leave Master as the Record Type unless your org has record types. Paths are specific to a record type.
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Select a field from Picklist. For example, Status.
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Click Next.
Michon can now add fields and help text for each Funding Request status. Let’s add fields to the Submitted status. -
Click Submitted, then click Add/Update Fields.
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Choose up to 5 fields to display on the Funding Request record when its status is Submitted. For example, Application Date, Funding Request Name, and Requested Amount.
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Click Save.
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Optionally, add helpful information an internal user can see when the record is in Submitted.
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Repeat this for as many Statuses as desired.
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Click Next.
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Optionally, select if you want users to see confetti to celebrate their success on reaching this status.
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Select Activate the path, then click Finish.
Add Path to Page Layout
Add the funding request path to a Lightning page to make it available to your users.
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Click
, then click Setup. -
Click Object Manager.
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Select the object you create the path for. For example, select Funding Request.
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Click Lightning Record Pages, then click Funding Request Record Page.
Note If there are no Lightning Pages, click New to create a new record page. -
Click Clone.
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Select Path from the Standard Component list, then drag it to the header region.
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Update any other Lightning Pages, as needed.
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Click Activation….
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Click App Default, then click Assign as App Default.
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Select Outbound Funds.
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Click Next, Next, then Save.
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Click Save.
