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Admin Note: ‘Enabling Communities’ should be done prior to installing the Amp Impact Grant Management Plugin in a sandbox or production environment. |
Enable
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Digital Experiences (Required)
In order to use the Community Template for Grant Applicants, Communities will need to be enabled in system setup.
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.Navigate to the ‘Pages’ section in the top bar.
Navigate to the Application/Grant object page.
Navigate to the Page Properties of Custom Object Record Detail/ ApplicationGrant Record Detail.
Add a Page variation for the Application Record page.
Navigate to the Page Variation tab.
Click on ‘New Page Variation’ button.
Select ApplicationGrant Detail_Application.
Click on 'Next’
Enter Application in Name Field.
Click on 'Create'.
Repeat the process to create page variation for the Grant Record page
Navigate to the Page Properties of Custom Object Record Detail/ ApplicationGrant Record Detail
Navigate to the Page Variation tab
Click on ‘New Page Variation’ button
Select ApplicationGrant Detail_Grant
Click on Next
Enter Grant in Name Field
Click on Create
Assign page variation ‘Application’ to Record Type ‘Application’
Navigate to the Page Variation tab
Click on list menu dropdown next to Application page variation, and click on Assign
Click on ‘New Audience’ button
Specify the Audience name as ‘Application Record Type’
Expand the Advanced chevron
Select the Record Type as ‘Application/Grant’, Operator as ‘Equals’, and Value as ‘Application’
Click on ‘Save & Assign’ button
Repeat the process to assign page variation ‘Grant’ to Record Type ‘Grant’
Navigate to the Page Variation tab
Click on list menu dropdown next to Grant page variation, and click on Assign
Click on ‘New Audience’ button
Specify the Audience name as ‘Grant Record Type’
Expand the Advanced chevron
Select the Record Type as ‘Application/Grant’, Operator as ‘Equals’, and Value as ‘Grant’
Click on ‘Save & Assign’ button
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