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.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
This is a Financial Services Cloud managed package feature.
The Group Members (Configurable) component in Lightning App Builder allows you to customize
the fields to display to your users and whether group activity rollups are displayed.
From Setup, in the Quick Find box, enter App Builder, and then
select Lightning App Builder.
Next to the Client Record Page click Clone. Label and save your
custom client record page.
Next to the Client Record Page click Edit.
From the Lightning App Builder, on the client record page, click the
Relationships tab.
Drag the Group Members (Configurable) component to the client record
page under the relationship map component.
Enter the field set name in the Group Members (Configurable) component’s Field Set textbox.
For example, enter WM_Client_Group_Member_Details.
(Optional) Deselect Show group activity roll-ups to hide group
activity rollups on each card.
Select the existing Group Members component and delete it.
Save your changes.
To exit Lightning App Builder, click Back and then refresh your
browser.
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