Split View
Split view is the default view for reviewing hotlist members. It displays a list of members on the left-hand side and member details or actions in the right-hand side panel and is designed for reviewing and managing individual members. The member list has a multiselect function to allow actions to be performed on multiple members at once.
Access
Split view can be accessed through the seven20__View_Members__c hyperlinked formula field on the Hotlist (seven20__List__c) object. When in table view, switching to split view can be done by using the Display As button on the far right.
Alternatively, custom linking can be achieved by using the following URL structure:
/lightning/cmp/seven20__HotlistMembersViewer?seven20__id=HOTLIST_ID
When building custom navigation links, always use the 18 character Hotlist record Id
When accessing either table or split view for the very first time in an org, loading times may be longer than usual. It may appear as if the page is not loading, but this is expected
Member selection panel
The top overview and actions panel is made up of the following components:
- Hotlist name - A named link to the hotlist record
- Global Actions - Actions that aren't bound to a specific hotlist member, see Global Actions
- Member count - The number of members in the hotlist and how many are selected
- Type - Displays the current hotlist _seven20__Type__c_; if the type is null, it instead displays Unknown
- Created - Shows the date and time the hotlist was created
- Actions - left to right as follows:
- The view mode switcher
- Refresh button, which will refresh the member list data
- Search - A free text search box which will filter the member list on whether their name contains the search term
Display Fields
Below the overview panel is the list of hotlist members. A field set is displayed under the name of each member. This field set can be customised by hotlist Record Type and Type via the following steps:
- Create a field set against the Hotlist Member (seven20__List_Member__c) object
- In the app explorer, navigate to Seven20 Settings Configuration
- Under Hotlists select Display Fields
- Select a Record Type from the picklist
- Populate the Hotlist Split View Contact List Fields table with the desired field set by Type
- Save the changes with the button located in the top right
For each Record Type, there is also a 'Default' config option - this is used when a Type does not have its own configured field set, or if a Hotlist supports multiple Types. It is also possible to configure generic display fields for all Record Types using the 'None (Default)' option in the Record Type picklist - Record Type-specific configuration will be used if present, with the 'None (Default)' configuration serving as the default in its absence.
The default fields displayed before configuration are:
- Contact Full Name (default sort option)
- Added to Hotlist Date
- Contact's Last Activity Date
- Contact's Created Date
Any displayed fields will be available for sorting.
The Status value of individual Hotlist Members is displayed as a coloured icon alongside their name in the members list; the colours used can be configured via the Picklist Colour custom metadata type.
Single member select
A single member can be selected by clicking it in the left-hand side members list, the member list item will become highlighted. The right-hand panel will become a detail page allowing the user to view the record and its attached CVs as well as perform actions on the record.
By default the fields displayed in the Contact header are defined by the system default compact layout. These fields can be updated by making new compact layouts and assigning them to the relevant Contact Record Type.
Related record lists
The detail page also includes a tab displaying related record lists. These lists and any displayed fields are derived from the page layout for the relevant record type, which includes the ability to sort records. However, the buttons as found in the page layout related list are excluded.
Each list only shows 10 records for each object. Navigating to the full list of related records is possible via either the hyperlinked list name or the 'View All' link at the bottom of the list.
Custom Activity Timeline
The Seven20 custom activity timeline is included on the righthand side of the Contact preview and provides access to activity-related quick actions and the timeline itself, including related Contact activities. On the email tab, templates against the Hotlist object can be selected and the Hotlist Member Template Context can be used to foreground specific templates.
Generative email
The email action also supports the use of generative email content by configuring a custom action with the Process value Email Template Generation: Hotlist Member. The record Ids for the following objects are available as inputs for the generic generative email template flows:
| Variable Name | Object |
|---|---|
| whatId | Hotlist |
| whoId | Contact |
Multiple member select
Multiple members can be selected allowing mass actions to be performed on them. They can be selected/deselected one at a time using the checkbox in the list items, or all items can be mass selected/deselected using the checkbox in the member list header next to the sort field label. Additionally, multiple in a range can be selected by holding the shift key and clicking the first and last items in the range. It is possible to select multiple contacts and view a contact record simultaneously.
By default only 100 members can be selected at a time. This can be changed by editing the Search_Mass_Actions_Candidate_Limit configuration metadata
Mass actions and associated custom action configuration are shared across both the split and table views