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
-
Sign in with your administrator credentials.
Your home page opens.
-
Click
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.
-
Click .
The New Comments Cluster page opens.
- 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.
- 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.
- 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.
- 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.
- Optionally, enter a description.
- Click Save to add the comments cluster to the client data type
page.