Reltio Connect

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  • 1.  Reltio UI Custimizations

    Posted 01-29-2024 14:38

    Hi,

    I'm new to customizing Reltio's UI. I've found the UI Modeler application and really like the available drag-and-drop methods used to customize dashboards and profiles, but I'm wondering how I might go a step deeper to customizing the drag and drop items, like the pre-built charts for Potential Matches (or others). I'm good with JSON, Python, HTML+CSS, and Javascript, but I'm at a bit of a loss for examples on this so far.

    One use case I've got is to add links to newly built workflows at various different places within the UI, such as extra links under the three dots "..." dropdown for workflows beyond just the Potential Match request within the Potential Match screen. For illustration:

    Could we map a new list item and link here to some new workflow that I or others create, or could we do so elsewhere in the UI? How would I go about adding new links anywhere in the UI really? Here is the corresponding code from dev tools as well:

    Thanks for any input, especially any example JSONs or similar that might point the way to something that could work as a deployable plugin, if that's possible right now? Also just any advice in general on UI modeling and customization would be great!

    Ian



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    Ian Kapenga
    Ascension
    MI
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  • 2.  RE: Reltio UI Custimizations

    Reltio Employee
    Posted 02-02-2024 06:12

    Hi Ian,

    I would recommend you to start with the below link from our doc portal:

    https://docs.reltio.com/en/engage/manage-your-tenant-ui/ui-custom-components

    It has some good examples of creating custom components in the UI. Let me know if you have any specific questions after reading this



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    Thanks,
    Snehil Kamal
    Solution Architect
    Reltio
    Bangalore
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