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

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

            Create or edit the WM_Client_Relationship_Group_Members Contact field set to customize the first 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 ta Pub /templateb.

            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 members of a relationship group. The first subsection displays contact information for relationship group members.

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

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

            Note
            Note The WM_Client_Relationship_Group_Members Contact field set is created by default for new orgs.
            1. From Setup, open Object Manager.
            2. In the Quick Find box, type contact, and then click Contact.
            3. Select Field Sets, and then click New.
            4. 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 6.
            5. To edit the field set:
              1. In the Quick Find box, enter WM_Client_Relationship_Group_Members.
              2. Click the field label for Relationship Group Members.
            6. Drag the fields that you want to display from the object palette to the In the Field Set container.
              1. Drag the Name field from the object palette to the In the Field Set container.
                Note
                Note Contact 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. Select Account Id in the object palette.
              5. Drag the Last Interaction and Total Financial Accounts fields from the object palette to the In the Field Set container.
              6. Add any additional fields that you want to display for Contact group members in the Relationship Group List component.
            7. To delete fields from the field set, hover over the field in the Field Set container, and click the minus icon.
            8. Click Save on the object palette.
             
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