Object Manager Setup for Policy Status
Users can understand the status of the policy after its execution in the Salesforce environment by selecting the Fullcast Policy Status tab. But to view the Policy Status in a standard format it is imperative to set up the Object Manager for policy status page. To configure the Object manager for policy status, follow the below steps:
- Log into your Salesforce Environment
- Select Setup.
- Choose Object Manager in the quick find Box.
- In the page that pops up, find and select the label Fullcast Policy Status.
- From the details section select Lightning Record Pages.
- Select New on the left-hand side of the record page section.
- In the new page that pops up, select Record page and proceed next.
- Give a label for the Object that you are going to setup.
- Select Fullcast Policy Status for the Object section. Click Next.
- Select Clone Salesforce Default page in the next screen that appears. Select Finish.
- From the components section on the left, scroll down and select Policy Status comments from the category Custom - Managed or search for Policy status comments.
- Select, drag and drop this section in the place where you would like to see it. You can remove the other details tab that are available or retain it according to your wish.
- After placing the comments section, select save.
- In the acknowledgement screen that pops up click on activate if you would wish to immediately make the page visible for the users. You can activate it later also with the help of activation button available near save.
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After clicking Activate, in the page Activation page that pops-up, select Assign as Org Default.
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In the Assign Form Factor page that opens up, select the option that you prefer to have your Org page to be available for. The default option is Desktop.
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In the next screen review your assignment and save.
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The Object Manager for your Policy status page is now all set.
