<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/54421055-e3f3-49f2-8c3d-8b15e2eb58bb/FinalMyWellIcons_InfoBlack.svg" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/54421055-e3f3-49f2-8c3d-8b15e2eb58bb/FinalMyWellIcons_InfoBlack.svg" width="40px" /> Summary: You can add quick links to your schedule & transaction blocks within Rock’s internal site. This may be helpful for your finance team to quickly see more details of the schedule or transaction on the My Well Gateway Portal.
</aside>
<aside>
💡 Some of these require that you set Rock Entity as an enabled global lava command. To do this go to Admin Tools → General Settings → Global Attributes and edit the Default Enabled Lava Commands attribute to allow Rock Entity command.
</aside>
Step 1: Update the Financial Gateway Attribute
Step 2: Edit the Scheduled Transactions Page
Step 3: Edit the Scheduled Transaction Details Page
Step 4: Edit the Transactions Page
Step 5: Edit the Transaction Details Page
Step 6: Edit the Financial Batch Detail Page
<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/ba397803-e24e-42fe-a6f9-334464cfe9b1/FinalMyWellIcons_InfoBlack.svg" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/ba397803-e24e-42fe-a6f9-334464cfe9b1/FinalMyWellIcons_InfoBlack.svg" width="40px" /> Requirement: Rock admins that have access to the schedule/transaction block & would like to see these schedules/transactions on My Well will need to be part of your organization team members in the My Well Gateway Portal. They will be required to sign in to the My Well Gateway Portal once redirected from Rock. Email [email protected] to add additional users.
</aside>
The My Well Gateway comes with a global attribute called My Well Portal URL you will need to update this and set the value to your My Well organization short name URL. You can get this short name URL by signing into your My Well Gateway Portal.
https://YOUR_SHORT_NAME.mywell.org/gateway-adminSystem Settings → Financial Gateways and find the My Well Gateway then update the My Well Portal URL
<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/ba397803-e24e-42fe-a6f9-334464cfe9b1/FinalMyWellIcons_InfoBlack.svg" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/ba397803-e24e-42fe-a6f9-334464cfe9b1/FinalMyWellIcons_InfoBlack.svg" width="40px" /> Caution: Make sure there is no slash at the end of your Gateway Portal URL.
</aside>