(Ove) Configuration Guide for the Winter 2022 Release Upgrade Your Apps Enable the Approval Workflow Make a User an Approver Approve or Reject Content Configure the Custom Opportunities List Set Up Objects for Cross-Sell Maps Enable the Photo URL Tab Create and Associate Badges Configure Relationship Types Related Articles Upgrade Your Apps eh on Edy To upgrade ACE, CRUSH, and the RELATIONSHIP MAP: 4. Fin th Winter 2022 alee nln paca her: scorn ro conoghPe-dD2RstMURLK2FeRAFoNCAage ke 6 Slot tal for Admins Oy. Enable the Approval Workflow Setup me Approve Werkow n ACE To enable the workliow: 4 Pees ne btonon he At Approve Conn ato se autmini poroval. Themes content Wino lange be Aantal soproved when ts §5 Myo te true that approvers ea eston when ey rect conte, rts the Buon on he Reason Reged fad Make a User an Approver 1 an prover ane ge thom acceso the Management iw teh on ace To make a user an approver: 2. ype°ACE Aopover and soe ht eran FES 4. Enter ne users name nthe ACE Approve Nome el + Select New ACE Approval Condon in he ACE Approval Candlton fs, Unde ACE Approval Condon Nam, ets A Cone: Make sr th Al + tnt releases, we mayatw amino spect what tnd of carter his user an approve sng ths eld For nw. aprovershave neces oat Pres the Setup btn whch one earn the oprah comer he page 12 Press Ad Asien Approve or Reject Content To approve of reject content 2 Pose te Selection Acoinn of cheba wllopen anda men wie unlocked One fhe buts Approve eect 2 Leokunder ne Approval Status colin ose hh pecs re wang fr ppv 5 Pees AprovelReect Asma window wt pen + Tesoprve ore te sl cote ress he Oropdown ton beside he Change AT el, See! Approve or eet + Toseprow ore natal pace of onan pros the Dropdown bron brite cote Sols prow or Rlet. + you approve contr te Rejection Reason ei wibe locke + Nyoureect content you mustslet extension ne Rejection Reason fel To change is etn se these nstuctons + Options you an ener any esta comments into Nola fale Configure the Custom Opportunities List schon de To configure ths lis 3.Open the tb here yout he to hogp the Custom Opparies Lt We recommending the Staigy ab 4 Pres he Sat but, which ook Be 8 ern he apg comer page 5 Select at Page. THe Lgneg Ap Bul wi open. This includes the preveworn te mi oe pope wih parson ether sie + Te- ype ansing to ame he Caslom Oppornis Uit + ols names mast be weiner, sual wiht pace or wth pads Between wort. For example, “SapeNans "Recount Name + Totnda eran, open ance tb ar open CRUSH Press the Setup btlon hh ok Ihe «gear Select Setup Pes the Objet Manager, + Youcan eerie sre fd aren mute els ested + Yovean etre seed nen mute els ested + Data ort oecton- select where the deta sofa colunn wl be sre nan asencng se cescendng drecton, + 500 Condon Expression enterhe emul rs canton An eal emul win nthe el + Lim eon reat to sreey checkin oro eke te Custom pares List shor ereugh eM on sergen, Users Wt sti be alee view he tre chr by opening he Custom Opoartes Uist + tar posto Add itr batons iste anew tr opton ‘eumay create mute Custom Opportunies Lists yous eto ack ere specs of oposite pan, Jussi erent cottons and ie Set Up Objects for Cross-Sell Maps ‘Chore which tects can be ade te nec sos Cogs Set Map. We tecormand aang oppor a tsk abet pes ase nts tht hess To add an object ype: 2 Pes the Setup ton whch one earn the oprah comer fe pase 2 salar So, 4. Posse Object Manager. Tropa i o ebecs in CRUSH + Users muse von misono a now elet. To 9s, ete anew potson eter eon ormson et To adda task 2 Pes te Setup but, when ons ean he oprah comer Be page 5 Sele set, 4 Posse Object Manager. Ts onan ali obec in CRUSH 5 Select Ac. + Useremustbe ven pomiion tote new ole To dsr anew prmiion eo ar he ang prmiion schon ade To configure an object: 4 Under lr eto HEX code #000000) t0 dene the bec clor. 5 Under Object API Name, rth bets fet name. uly hse sae ashe ld ibe Ns exe Oppetunty is se 6 Unde iply Name, rer ny mmo Us is ete same she oes AP nae To remove an object 6 Pets Sve, The bic il be froved om he cant Coss Se Map, Dit two be cele elses in CRUSH. Enable the Photo URL Tab schon Eee To enable the photo URL tab on remote and CSP trusted sites: 2 Pres the Sap bution which ook Bk a earn he op ght comer tthe page 2 select Se, 6 Under Remote Site Name ee ProfheJnage Tools excdng heaton mk > Under Rema St UR, oe "ntps:tinctons rican eklsng he qutnlon mi Ch 5 Leave :ne Dhabe Poteet secuy Dax as Deseriptn fo an 13. Under arte Site Name, ner "oie Inage_ Too cladng te gtaton mas “4 Under Tate Ste URL enter “unctonspafg.conteeung he quotation marks 18 Ime CSP Drece secon check he bows Ths nes: Allow se for connect elon efor fontare Allow se for ramet. Alow ste form sr Aw site for macs, Allow efor yr Create and Associate Badges To create a badge: 4 Make clectons in any one folowing ets We recommend yo select he Usain Al Account Pan es ond ne Usain A Rlaanip Maps fi + Relatonhip Mop Bedge Names type the ram fhe new 8856 + Used in Al Rlaoneip Maps creck ns boxto show th badge a sndslone ltr Maps you do aes his the dow + Laver tpe tne tls ibel fhe new 9658 Tiss uly he same as tb badge nae, bt wah ancerecors nena any spaces + Geometry Sting eter he ors ah Youcan fed pay opening neon SVG Main a exer ach as Netepe Cent, we el supper ens + Fortran oad a saute ion copy" AYASHEVEY xcloding te aukaton mars Pst "MB Y2GL2GHEVEE note Geomaty +a oror ny HEX cade sens colar oft bas + For example e make on con gray: copy "¥808080 exuding he quotation marks Paste "FEOEDBO ro te Fel + Forexmple te ee esmalco: 2py0 05252 exuding the qutaton mas) ase "0 052 52" the View onl “To mark a card witha badge: 4. Slat ny bag. be aod othe cr The cards inomaton wi sa ld inthe RM Nae Sg Asoltans section othe bape, The badge wl edge ac Pes Save To remove a badge: To associate a badge with a RELATIONSHIP MAP: + reshe New buton bea the RM Sig Map Asoctons secon Scuch oan seet #Reltorsp Map orate enw on. Select badge. By tout, the nage youre carey wevng on lela Poss Save etn, the 099 yours cro worng on leslie Peee Save Configure Relationship Types schon ade To show or hide a relationship type: 2 Pots te Dropdown bution Desde the Recent Vows t onthe Map ox. This means relstonsp ype wb seas an apslon nal stndlane Rlatonsio Maps, + Or chacktho Used In At Account lan Themes te relatonsp ype wile xed a an option al Reltoneip Magen account plans + Uncheck he Used in Al elton Maps box. This mess the litany type wl ae ea an optan in a sancne Rlatonsie Maps + Or uncheck the Usd in Al Account Plan bac Thane he eatrship ype wl nthe ted aan pn letter Maps naccout To show a relationship type in a specific Relationship Map: '5 Pees te name of any elatonstp tio open + ess New n ne Rens Type Map Asocntonsseton. Under Relate Type. the opened reltensip type wi be else Unde: Raltonahin © Toshow the reitorahotype ina mapin an account en + ess Mew nme Rlstnshi Toe count Pan Assocs. ner Rlatlonshi Type he opened latonsip ype ibe selected Une Ageoun Pan, Related Articles @ PROLIFIQ Copan PROLFIO. Aliinererewed, ContactUs ComontoHome PrineyPoley Patents