The Payology Check Scanning App allows Salesforce Administrators to customize the Batch saving grid on Save and/or Save and Close. The configuration allows organizations to display fields found within the Batch object on the pop-over dialog. The displayed fields can then be toggled or their values entered by the scanning user.
Similar to the Check Scanning UI Configuration, the Batch Save Pop-Over Configuration is divided into 6 different sections:
- Field Name
- Field Type and Placeholder
- Additional Picklist
- Write On
- Show On
The Index represents the order in which fields will be displayed within the rows of the Batch Save dialog. The Check Grid index is auto-numbered/ordered based on the position of the field on the configuration grid. The Salesforce Administrator may add or remove fields that will be listed in the column by clicking on the "+" or "-" buttons displayed to the right of the Index number.
The Field Name represents the name of the field that will be displayed to the scanning user on the pop-over dialog. Unlike in the Check Scanning Grid Configuration, the Field Name does not serve any other purpose and cannot be related to or filtered.
The Field Type and Placeholder section allows for the configuration of the type of field which will be displayed and the caption/placeholder with the field. The two fields which can be configured are:
|Field Type||The field type includes the following options:|
Text - A static, standard text box. The most common example for the usage of the Input Box within the save grid is for batch notes.
Manual Picklist - A static set of picklist values that is not derived from Salesforce records. When selected, the Salesforce Administrator will be required to input values into Additional Picklist.
Checkbox - A static, standard checkbox. An example of the usage of the Checkbox may be to request approval of the batch prior to its transmission to the bank. Technically, this may open a Salesforce case on batch closure.
Date - A static, standard calendar input box. A common example for the usage of the calendar is to select the date on which all checks of the batch saved are received. This is a streamlined approach to choosing a past date for each check without requiring the value on each check row.
Currency - A static, standard currency input box.
|Placeholder||The Placeholder within the field in the check grid. The Placeholder field will be grayed out if the value of the Field Type is not Text. An example of a value may be "Enter Batch Notes".|
The Additional Picklist is a static, standard picklist. The most common use of the field may be a payment type of the entire batch.
The Salesforce Administrator may add or remove picklist items to display by clicking on the "+" or "-" buttons displayed to the right of the "Additional Picklist" field.
The Write On configuration works similar to the Write Info On section of the Check Grid configuration. However, the field mapping is limited to fields within the Batch object only. Fields cannot be mapped to any other object. The two fields which can be configured are:
|Field||Name of the field on the Batch object whose value will be toggled/entered by the user and saved.|
|Required||If active (checked), the field must be toggled/entered by the user on Save or Save and Close.|
The Show On picklist will allow the Salesforce Administrator to select whether the fields created will be displayed on the "Save" dialog, "Save and Close" dialog, or both.
To streamline the promotion of the configuration settings from Sandbox to UAT or Production, each step of the configuration process includes an "Upload" and "Download" button. When clicking the "Download" button, a JSON file will be provided to the user. This JSON file can then be uploaded in UAT or Production environments by clicking on the configuration step and selecting the "Upload" button, choosing the downloaded file as the final step. Please ensure you are uploading and downloading the correct JSON file for each step of the configuration process.
To continue the configuration process, Salesforce Administrators can optionally choose to configure the open batch picklist. For detailed information on the configuration of the open batch picklist, please see the next section, labeled Open Batch Picklist Configuration.
Updated almost 3 years ago