Expose the Approval History Subtab on MDF Pages

Viewing the approval history for MDF requests and MDF claims allows partners, channel managers, and other designated approvers to view approval details for the MDF requests and MDF claims that they have visibility into.

They can view such details as who took an action, as well as when and why the action was taken.

Approval history can be viewed either as a region on the MDF Request and MDF Claim Edit pages, or as a subtab on those pages.

By default, approval history appears as a region on the MDF Request and MDF Claim Edit pages. However, sales administrators can expose the Approval History subtab on these Edit pages instead.

Sales administrators can use the following steps to expose the Approval History subtab on the Edit pages for MDF requests and MDF claims.

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. Click the Hide, Show, or Reorder Subtabs icon.

8. Move Approvals to the Selected Subtabs column, and click OK.

9. In the Approvals region, click Hide to prevent this region from appearing to users.

10. Click Done.

11. Repeat these steps for MDF Requests.

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