Update the List View Button layout

Important This content is part of a pilot release. If you haven't been contacted to be part of this pilot, refer to our standard content for Sage People Payflow

In order to configure SFTP administrators and inbound triggers for Payflow services, you must add 2 items to the Payroll Service object List View Button layout.

  1. Go to Setup > Object Manager, and select the Payflow Service object (fpay__Payroll_Service__c):

  2. Select List View Button Layout.

  3. Beside the List View item, select the drop-down menu and select Edit.

    Screenshot: edit the list view button layout

  4. In the Custom Buttons section, select the Configure SFTP Administrator and Create Inbound Trigger items, and select Add to move them to the Selected Buttons panel.

    Screenshot: select the buttons and move them to the Selected Buttons panel

  5. Select Save.

Go to the Payflow Services page to check you have access to these buttons. You might need to select the arrow to see both buttons.

Screenshot: select the Configure SFP Administrator button

Next, Update the Payroll Service Page Layout.