Add Reject Reason, Return Reason, and Comments Fields to MDF Pages

Sales administrators can add Reject Reason, Return Reason, and Comments fields to MDF Request and MDF Claim pages so that channel organizations can better track the reasons why they reject or return MDF requests and MDF claims.

The reason values and comments provided by an approver are displayed in the approval history for the MDF request or MDF claim.

Sales administrators can add pre-approval validations to the MDF request and MDF claim objects that require approvers to provide a reject or return reason (either with or without comments) before they can take the reject or return action.

Sales administrators can use these steps to add Reject Reason, Return Reason, and Comment fields to MDF requests and MDF claim pages.

1. Sign in with your sales administrator credentials.

2. Be sure you're in a sandbox.

3. In the Navigator, click More and from the Tools list, click Application Composer.

4. In the navigation tree, expand Standard Objects, expand MDF Claim, and click Pages.

5. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.

6. Type a new layout name and click Save and Edit.

7. In the Summary region, click the Edit icon.

8. Move Reject Reason and Comments, and Return Reason and Comments from the Available Fields column to the Selected Fields column.

9. You can use the arrows to reorder the fields in the Selected Fields column.

10. Click Save and Close.

11. Click Done.

12. Repeat these steps for MDF Requests.

13. Be sure that the layout status for your modified layout is Active.