RIO Ready: Fee Line Setup
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Table of Contents
See also: RIO Ready: Fee Line Functionality
To quickly setup the Fee Line, please follow the following steps:
Step 1: Activating the Flow
- Login to Salesforce and go to “Setup”.
- From Setup, click on Home.
- In the Quick Find box, enter Flows. Click on Flows.
- Click on "Add Fee Lines".
- Click on Activate.
Step 2: Including the Flow into Student Fee Page
- From Setup, select Object Manager.
- In Quick Find, enter Student Fee and click on it.
- On the left, click on Page Layout.
- In the list of Page Layout shown, click on "RIO Education Student Fee Layout".
- In the Layout Setup screen, click on "Mobile and Lightning Actions".
- Find "Add Fee Line" in the list shown and drag it into the "Salesforce Mobile and Lightning Experience Actions" section.
Once saved, the button to run Add Fee Line flow should be ready to use: