---
schema_version: "1"
id: 466d25530f137b367ee0405fa6c79403349144d833036b37d5605c34647aab78
title: Create Funding Request Paths
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ofm_create_funding_request_paths.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_funding_request_paths.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0dc789eab48a8edeef9504ea10d7c7519eb1f1ed07bfeb59120661ffd97fbb19
description: Help your users complete funding requests by creating paths that guide them through each step.
products:
  - Nonprofit
release: "264"
---
# Create Funding Request Paths

Help your users complete funding requests by creating paths that guide them through each step.

- **[Enable Paths](https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_funding_request_paths.htm&release=264.0.0&type=5)**  
    To start creating paths in Outbound Funds Module, turn it up in Setup.
- **[Create a Path](https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_funding_request_paths.htm&release=264.0.0&type=5)**  
    Create a path to help your teams follow a funding request status.
- **[Add Path to Page Layout](https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_funding_request_paths.htm&release=264.0.0&type=5)**  
    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.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/setup.png), then click Setup.
2. From Setup, enter Path in the Quick Find box, then select **Path Settings**.
3. Click **Enable**.

## Create a Path

Create a path to help your teams follow a funding request status.

1. Click **New Path**.
2. Enter a Path Name. For example, Funding Request.
3. Press tab to autofill API Reference Name.
4. Select the object used in this path. For example, **Funding Request**.
5. Leave Master as the Record Type unless your org has record types. Paths are specific to a record type.
6. Select a field from Picklist. For example, **Status**.
    
    ![Name your path](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/outbound_funds_module/images/ofm_create_path.png)
7. Click **Next**.
    
    Michon can now add fields and help text for each Funding Request status. Let’s add fields to the Submitted status.
8. Click **Submitted**, then click **Add/Update Fields**.
9. 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**.
10. Click **Save**.
11. Optionally, add helpful information an internal user can see when the record is in Submitted.
    
    ![Add information to your path](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/outbound_funds_module/images/ofm_create_path_2.png)
12. Repeat this for as many Statuses as desired.
13. Click **Next**.
14. Optionally, select if you want users to see confetti to celebrate their success on reaching this status.
15. 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.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. Select the object you create the path for. For example, select **Funding Request**.
4. Click **Lightning Record Pages**, then click **Funding Request Record Page**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/images/icon_note.png)
    
    Note If there are no Lightning Pages, click **New** to create a new record page.
5. Click **Clone**.
6. Select Path from the Standard Component list, then drag it to the header region.
7. Update any other Lightning Pages, as needed.
8. Click **Activation…**.
9. Click **App Default**, then click **Assign as App Default**.
10. Select **Outbound Funds**.
11. Click **Next**, **Next**, then **Save**.
12. Click **Save**.