Access investments directly from an investment target

Create a related link to go directly to the My Funds page from an investment target.

Before you begin

Role required: sn_invst_pln_v2.investment_admin

Procedure

1. Navigate to All > Investment Funding > Setup > Investment Entities.

2. Open an investment entity for which you want to create a related link.

3. On the form, click the Create Funding Artifacts related link.

4. In the dialog box, select the Create related link for requesting/funding on the form option, and click OK.

5. Click OK.

Result

The Add/View Investments related link appears on the form of the investment target for direct navigation to the My Funds page.

Parent Topic:Create an investment entity