CircleOfInfluenceView

This action template displays data from the Relationship info area in a Circle of influence.

Input Argument

Description

AdditionalFIFilter

Name of the filter that loads the child records from the Company (FI) info area.

AdditionalKPFilter

Name of the filter that loads the child records from the Person (KP) info area.

ConfigName

Name of the Search&List configuration that defines the data read as nodes and edge information.

RootNodeConfigName

The name of the Search&List configuration for the CoI's root node in the FI and KP info areas.

If given, the value in RootNodeFieldGroup is overridden.

RootNodeFieldGroup

The name of the field group defined for the CoI's root node in the FI and KP info areas.

As the root node does not yet exist in the PB info area when no connection exists yet, this field group from either the Company (FI) or Person (KP) info area must be given.

Note: You can only define either the RootNodeFieldGroup or the RootNodeConfigName parameter, but not both.

SwitchToCoi

If set to true, the CoI page is displayed when calling a child node (otherwise, the overview is displayed).

TreeMaxDepth

Defines the maximum number of levels displayed when the Circle of Influence is loaded.

Default value: 1

nodesViewConfiguration

Defines styles that differ from the default node and edge styles (JSON syntax).

Default value: empty

Note: Do not define this parameter without consulting with your Aurea representative.

recordId

Defines the root node's record ID, usually the current record.