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 |
- From the object management settings for Party Philanthropic Indicator, click Buttons, Links, and Actions.
- Click New Button or Link.
-
In Label, enter Verify Indicator.
Press Tab to automatically fill the Name field.
- Select Detail Page Button as the display type.
- Select Display in new window as the behavior.
- Select URL as the content source.
-
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)}.
- Save your changes.
-
Add the new Verify Indicator button to your Party Philanthropic Indicator page layout.
See Page Layouts.
- 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.