Salesforce

Divide a Request View

« Go Back
Information
Divide a Request View
12505791208855-Divide-a-Request-View
Details

To divide your proposal into sections:

  1. Click on the “Add Request Section” link. You will be redirected to the “Configure Section” screen.
  2. Rename the section in the “Custom Section Name” field.
  3. Enter custom introduction text for this section (optional)
  4. Select a “Display Type”
  5. Decide if you want the “Add New Custom Fields to this Section?” If so, check the checkbox.
  6. Decide if you want “Include Core Request Fields in this Section?” If so, check the checkbox.
  7. Select the custom fields in the “Available” box, which you want to appear in this section and add them to the “In Use” box.
  8. Click on the “Save” button to save changes.

Once you add a new request section it will be added to the bottom of the Request Section Preferences list.

mceclip12.png


Powered by