Documentation Index

Fetch the complete documentation index at: https://knowledge.technomile.com/llms.txt

Use this file to discover all available pages before exploring further.

POP and CLIN/SLIN widgets in Proposals Configuration Guide

  • Updated on May 27, 2026
  • Published on May 26, 2026
  • 1 minute(s) read
  • PH
  • Migration Team
 Prev Next

This document is a step-by-step guide on how to configure the POP and CLIN/SLIN widgets on the Proposal record page.

Audience

  • Salesforce Administrators

  • IT Support

Prerequisites

  • Ensure you have completed the TechnoMile Platform Connector configurations before proceeding. Refer to the TechnoMile Platform Connection Guide.

  • Ensure that Pre-Award is configured. Refer to the Configuration of Pre-Award.

  • Ensure that migration to the new security and authentication model is completed. Contact TechnoMile Support to complete this process.

Add POP and CLIN/SLIN Tabs to Proposal Record Page

This section explains how to update the proposal record page to include POP and CLIN/SLIN widgets, enabling users to view and manage related data directly within the proposal.

To add POP and CLIN/SLINs tabs to the Proposal record page:

  1. Go to Proposals using the App Launcher.

  2. Open a proposal record.

  3. Click the gear icon and select Edit Page.
    doc1.pngThe Lightning App Builder opens.

  4. Select any tab on the page to reveal the Add Tab option in the right pane.
    doc2.png

  5. Click Add Tab.

  6. Click the newly added Details tab.
    doc3.png

  7. In the slide out panel that appears:

    1. Select the Tab Label as Custom.

    2. Enter the Custom Label as POP.

    3. Click Done.
      doc4.png

  8. Select the POP tab, locate the TM_TC_PreAwardPOPWidgetCmp component in the left pane, and drag and drop it onto the POP tab.
    doc5.png

  9. Click Save.

  10. Click Add Tab again.

  11. Click the newly added Details tab.
    doc6.png

  12. In the slide out panel that appears:

    1. Select the Tab Label as Custom.

    2. Enter the Custom Label as CLIN/SLINs.

    3. Click Done.
      doc7.png

  13. Select the CLIN/SLINs tab, locate the TM_TC_PreAwardCLINWidgetCmp component in the left pane, and drag and drop it onto the CLIN/SLINs tab.
    doc8.png

  14. Click Save.

  15. Click Activate.
    doc9.png

  16. Click Assign as Org Default.
    doc10.png

  17. Choose Desktop and phone, then click Next.
    doc11.png

  18. Click Save.
    doc12.png

  19. Click the back arrow.
    doc13.pngProposal record page opens with POP and CLIN/SLINs tabs.
    doc14.png