The workspace landing page in ClientSpace is the central hub for Client Data in NEXT. This is the home of the configurable Client Team widget, which allows up to 10 Client Team members to be displayed (shows 4 by default).
...
Configuring the widget involves configuring the " Client Team Role " lookup value and associated metadata.
...
- Choose a Client Team field that you would like to see on the WSL widget, or add a new Client Team member by adding a new user field to the dataform
- Go to System Admin
> > Advanced > Dataform Admin.
- Select the Team dataform and examine the field in the Dataform field manager.
- Copy the field name.
- Find the corresponding Client Team Field lookup (or create a new one) making sure to paste the field name you copied in the last step as the Code value.
- Apply any lookup changes and drill into the metadata to configure the Client Team Widget checkbox and display order fields fields (up to 10 Client Team fields).
- Save your changes and refresh the Client Team dataform.
...
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
| hidden | true |
|---|
...