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Set Up and Maintain Net Zero Cloud
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            Add the Interest Tags Lightning Component to Record Pages

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            Add the Interest Tags Lightning Component to Record Pages

            Add the Interest Tags lightning component to record pages so that your users can search for and assign interest tags to client records.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            Add the Interest Tags lightning component to each of these object record pages:

            • Assessment Question

            • Assessment Question Set

            • Assessment Question Response

            • Document Clause

            • Document Clause Set

            1. On the record page, click Setup, and then click Edit Page.
            2. Drag interest tags from the Components panel to where you want them on the Lightning page canvas.
            3. In the properties panel:
              1. Enter a title.
              2. To let users search for interest tags, select Show Search.
              3. Enter the number of tag categories to be shown. Users can expand the list to see more.
              4. Enter the number of interest tags to be shown. Users can expand the list to see more.
              5. Save your changes.
              6. Activate the page.
              7. Click Assign as Org Default, and then click Next.
             
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