View related items

The Related Items component provides access to related list items associated with your account onboarding case.

The Related Items component uses an expandable accordion format. You can expand the desired lists to see the related items. This component also displays an icon with the number of items in a list.

Several related items including account squad, onboarding tasks, emails, documents, and projects are displayed. Related Items include the following actions:

• Create: opens a empty record in a sub tab that you can use to create item.
• View all: opens a list of records in a sub tab.
• Show more: is displayed for lists that have more than five items.

Documents: This related item component allows you to create and manage documents efficiently. The Documents related item is displayed only if you have installed the com.snc.platform_document_management plugin.

Projects: Strategic Portfolio Management enables you to use digital transformation to drive more customer value faster. If the Strategic Portfolio Management has been installed, you can see the Projects item on the Related Items list as shown below:

When you create a project for your account onboarding case, the case is mapped to the project table.

Related items of Data import task.

Parent Topic:Account onboarding