Participant Management Component

Participants are managed through the Participant Management Lightning component. This article walks through adding it to a record page, configuring it, and using its participant-management features day to day.

Add the component

1. Navigate to the Lightning record page (Project or Project Lead) where you want to manage participants.
2. Edit the Lightning record page and add the Participant Management component.
3. Select participantManagement from the options in the component list.

Configure the component

• Adjust the component’s height to fit your page layout. If the number of participants exceeds the component’s height, a scroll bar appears automatically.
• Select the options to allow create, edit, or delete on records, if needed.

Manage participants

• Create new participants by clicking the Create button.
• Edit existing participants by selecting them and using the Edit option.
• Delete participants by selecting them and clicking the Delete button.
• Hover over a participant’s record to view more details.

Mark participants as winners

Participants that match one of the filter fields defined in the Baucore Admin settings can be marked as winners directly from the list.

1. Navigate to Baucore Admin → Baucore Setup → Project Decision → Filter Field section on each list view.
2. Apply the appropriate filters and select the participants to mark as winners.

Role assignment on creation/edit

If the account used when creating or editing a participant doesn’t have a role defined, it’s updated to use the role defined for the participant. This feature can be toggled on or off in Baucore Admin settings.

• Navigate to Baucore Admin → Baucore Setup → Participant Role Setting to adjust this feature.

Related

• Participant Management
• Use Cases for Participant