---
schema_version: "1"
id: 084558615d182457cf5f5c6a27f8f6eac286ee2c0645c49915572e3415bb140a
title: Add Verification Items to Other Records (Optional)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_add_vi_to_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_add_vi_to_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 56a6b16481a9a470d722be4a8f0e62ed8fb0ae9b6d8df52a97f03b35b9d8a8af
description: 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.
products:
  - Nonprofit
release: "264"
---
# 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_tip.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png)

Note Before adding the Verification Items component to a record page layout, make sure you [Set Up Remote Site Settings](https://help.salesforce.com/s/articleview?id=sfdo.gm_configuretaxstatussearch.htm) for tax status searches and give grantmakers at least Read access on the Verification Check object or [assign them the Verifications - Manage permission set](https://help.salesforce.com/s/articleView?id=sfdo.gm_use_permissionsets.htm&release=264.0.0&type=5 "Review the available permission sets in Grants Management and create permission sets for due diligence and budget management.").

1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Object Manager**.
2. Click **Funding Request**.
3. Click **Lightning Record Pages**.
4. Click **Funding Request Record Page**.
5. Click **Clone**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png)
    
    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](https://help.salesforce.com/s/articleView?id=sfdo.gm_configuretaxstatussearch.htm&release=264.0.0&type=5 "Make it easy for your staff to search for United States-based organizations based on their tax information."), 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**.