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            Customize the Relationship Group List Component’s Account Details (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Customize the Relationship Group List Component’s Account Details (Managed Package)

            Create or edit the WM_Client_Relationship_Group_Members Account field set to customize the second subsection of the expanded view of the Relationship Group List - Financial Services Cloud component. The component is displayed on a person account or individual profile’s Relationships tab.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            The Relationship Group List - Financial Services Cloud component displays a table of account information for group members of a relationship group. The second subsection displays account information for relationship group members.

            Expanded view of the Relationship Group List - Financial Services Cloud custom Lightning App Builder component with the bottom section highlighted.

            Create or edit the WM_Client_Relationship_Group_Members field set on the Account object to customize the columns displayed for each relationship group.

            Note
            Note The WM_Client_Relationship_Group_Members Account field set is created by default for new orgs.
            1. From Setup, open Object Manager.
            2. Click Account, and then select Field Sets.
            3. To create the field set:
              1. Click New.
              2. Enter the Field Set Label Relationship Group Members.
              3. Enter the Field Set Name WM_Client_Relationship_Group_Members.
              4. For Where is this used?, enter Client profile's Relationship Group’s table.
              5. Save your changes.
              6. Skip to step 5.
            4. To edit the field set:
              1. In the Quick Find box, enter the API name of the field set to edit.
              2. Click the field label for the field set to edit.
            5. Drag the fields that you want to display from the object palette to the In the Field Set container.
              1. Drag the Account Name, Category, and Total Financial Accounts fields from the object palette to the In the Field Set container.
                Note
                Note Account is selected by default in the object palette.
              2. Select Record Type Id in the object palette.
              3. Drag the Name field from the object palette to the In the Field Set container.
              4. Click Save on the object palette.
              5. Add any additional fields that you want to display for Account group members in the Relationship Group List component.
            6. To delete fields from the field set, hover over the field in the Field Set container, and click the minus icon.
            7. Click Save on the object palette.
             
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