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English
  • MDM - Customer 360 10.4 HotFix 3
  • All Products

Table of Contents

Search

  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Importing Bulk Data
  8. Working with Draft Records
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

User Guide

User Guide

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Adding a Related Record

Adding a Related Record

When a record has relationships configured, you can add related records to records. Search for and open the record in the
Business Entity
 view. Search for the related record that you want to add as a related record and add the record in the
Related Records
 panel.
The
Related Records
 panel must be present in the
Business Entity
 view. To create relationships between different types of business entities, your user role must include the edit permission for both types of business entities.
  1. From the
    Search Results
     panel in the
    Search
     page, select the record to which you want to add the related records.
  2. Open the record.
    The
    Related Records
     panel displays the records that are directly related to the record you open. There might be more than one
    Related Records
     panel.
  3. In the
    Related Records
     panel, click
    New
    .
    The
    Relationships
     dialog box opens.
  4. Select the relationship type.
  5. In the
    Search
     box, type the complete search string or the search string with the asterisk wildcard character (*) for the record that you want to find.
  6. Click
    Search
    .
    The following image shows the search results and the filter panel:
  7. In the
    Filters
     panel, select a value for the filter criteria that you require.
  8. Click
    Apply Filter
    .
    The revised search results appear in the
    Search Results
     panel based on the filters you set.
    The following image shows the filtered records:
    A screenshot showing the search results after applying a filter.
  9. Select the record that you want to add as related record and click
    Select
    .
  10. If the relationship has additional attributes, specify the additional attributes.
    For example, for a PersonOwnsAutomobile relationship, you might have to specify the mileage and price.
  11. Click
    Apply
    .
    The record is added as related record and appear in the
    Related Records
     panel.
The following image shows the related records in the
Related Records
 panel: A screenshot showing the related records in the Related Records panel.
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