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Advanced Target Builder for Investment Banking Configuration Tips

Learn how to leverage the "List Builder" Custom Action setting in Data Grid widgets to configure Engagement Detail Pages that offer suggested counterparties, along with a simple way to add them as new counterparty records using List Builder.

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Course curriculum

  • 1

    Advanced Target Builder-Related Configuration Tips

    15:13
    • How to Leverage Widget “Mass Custom Actions” to Add Counterparty Entries from a Data Grid

    • Setting Up a Data Grid Widget to Suggest Potential Counterparties

    • Enabling Data Grid Widgets to Allow Entry Selection with “List Builder” Custom Action

    • Setting Default Metadata Fields for the List Builder Widget Custom Action

    • Using "Related Views" to Create Advanced Filters to Exclude Existing Counterparty Entries from Suggested Counterparties

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