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Set Up Group Member (Configurable) Component (Managed Package)
The Group Member (Configurable) component displays relationship group members, associated information, and task subtypes in a compact grid. Customize the group member details to display by creating a field set and associating it with the component.
This is a Financial Services Cloud managed package feature.
- Create a Field Set for Group Member (Configurable) Component (Managed Package)
Create a custom field set that includes information about group members to display in the Group Member (Configurable) component on the Relationships tab of an individual’s profile. The fields in the field set are displayed only for group members that are person accounts. The fields aren't displayed for business accounts. - Customize the Group Members (Configurable) Component (Managed Package)
To show member data that is configured for your business, replace the Group Members Lightning component on a custom client record page with the Group Members (Configurable) component. Customize the fields to display by associating a custom field set with the component. Also configure whether group activities rollups are displayed on the component. - Update the Edit Button on the Group Members and Details Component (Managed Package)
Give users access to your custom household management business process by creating a custom action that replaces the default edit button on the Group Members and Details component with a link to your business process. During configuration, you can also prevent inadvertent navigation to the default business process by hiding the record actions menu in group member cards.
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