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            Customize the Pending Recertification List for Constituents

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            Customize the Pending Recertification List for Constituents

            On your Benefits page, customize the Record List component in the Pending Recertification tab. Pin the list view that constituents need and disable list properties and actions that aren’t useful to them.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To customize and publish an Experience Cloud site: Be a member of the site AND Create and Set Up Experiences
            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Click Builder for your benefit assistance Experience Cloud site.
            3. From the Pages menu, click Pending Recertification, and then select the Record List component in the tab.
            4. In the property editor, configure these properties for the Record List component.
              1. For Filter Name, select Pending Recertification.
              2. To prevent site users from changing the list view, deselect Allow list pinning.
              3. To prevent site users from editing benefit assignment records, deselect Allow inline edit.
              4. To hide list view controls, under Header Properties, deselect Show list actions.
              5. To hide charts and filters, under Header Properties, deselect Show charts button and Show filter button.
              6. To show record information in the table format, under Header Properties, for Show display options, select Table Only.
            5. Preview your changes and publish them when you’re ready.
             
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