ARC node names, display fields and actions
Key Takeaway
An ARC node's name is the label on its Display tab. The Display tab is also where you pick up to 4 card fields, including fields from objects that have a lookup to the node object. Actions, including a button that opens an Omniscript, go on the Actions tab.
In Actionable Relationship Center (ARC), a relationship graph is made of nodes. Each node groups related records, such as a client's contacts or financial accounts. For each node, you set a label, the fields shown on each record card, and the actions users can take from the node. Those choices decide what client details users see at a glance and what they can do without leaving the graph.
A node's three tabs
You configure each ARC node on three tabs, and each tab has its own job.
- Properties tab: sets which object and records the node collects.
- Display tab: sets how the node looks on the record page, including its label and card fields.
- Actions tab: sets how users can respond to what they see.