Creating comments clusters

Configure a comment cluster for a comments attribute in your client data type.

About this task

You can only have one comments attribute and one comments cluster per data type.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Click Client Data
    The tabs in the Client Data library contain a list of configurable and non-configurable client data types. Configurable data types are displayed by default.
    Open a draft version.
    • If an In Edit version exists, click the client data type name to open the In Edit version.
    • If no In Edit version exists, select New Version from the client data type row level Actions menu to create an in-edit version.
  3. Click Metadata tab > New Comments Cluster.
    The New Comments Cluster page opens.
  4. In the Label field, enter the label of the cluster. By default, Comments is displayed. This label will display on the generated client data page.
  5. Select On Create check box to the display the comments cluster on the create page of your client data type. By default, the check box is selected.
  6. Select the On View check box to display the comments cluster on the view page of your client data type. By default, the check box is selected.
  7. Select the On Modify check box to display the comments cluster on the modify page of your client data type. By default, the check box is selected.
  8. Optionally, enter a description.
  9. Click Save to add the comments cluster to the client data type page.