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.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
This is a Financial Services Cloud managed package feature.
From Setup, open Object Manager.
Click Account, and then select Field
Sets.
Click New.
Enter a Field Set Label for your custom field set. For example,
enter Group Member Details.
Enter a Field Set Name. For example, enter
WM_Client_Groups_Member_Details.
In Where is this used?, enter Client profile's
Relationships tab if you plan to use this field set with the Group Members
(Configurable) component.
Save your changes.
Drag the fields that you want to display on each group member card from the object
palette to the In the Field Set container.
For example, drag the Account, Category, and
Total Financial Accounts fields from the object palette to the
In the Field Set container.
NoteAccount
is selected by default in the object palette.
To add fields from objects other than Account, click the name of the object in the
object palette, and then drag the desired fields to the In the Field
Set container. For example, select Record Type Id
in the object palette. Then drag the Name field from the object
palette to the In the Field Set container.
Click Save on the object palette.
In Lightning App Builder, set the Field Set for Group Members attribute for the Group
Members (Configurable) component to the Field Set Name.
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