In this example, we are removing the ability to create and process a refund from the AIA Standard User Profile. Screenshots below and additional information can be found on the Fonteva User Guide.
Set up a new page layout to assign to the AIA Standard User Profile.
- Click on the Setup gear icon in the upper right-hand corner of the screen.
- Click on the Object Manager tab at the top of the screen.
- Search for and click on Receipt.
- Click Page Layouts on the left side of the screen.
- Click 'New'
- Existing Page Layout = 2018-R2-Receipt Layout and then enter a name. Suggested naming convention would be to name it the same as the profile or something else meaningful.
- Click Save.
- Drag button and actions for Create Refund and Process Refund from the bottom of the screen to the very top section.
- Click Save.
Assign the new layout to a profile
- Click on the Setup gear icon in the upper right-hand corner of the screen.
- Click Users on left side of screen.
- Click Profiles on left side of screen.
- Click the name of the profile you want to apply the new page layout to. In this example, AIA Standard User.
- Scroll down to Custom Objects Layouts.
- Find Receipt and click on it.
- Click Edit Assignment.
- Click the 'AIA Standard User' profile name.
- Then click the drop-down arrow next to Page Layout to Use and select AIA Standard.
- Click Save.
