Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Multidomain MDM 10.3 HotFix 1
  • All Products

Table of Contents

Search

  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Managing Many-to-Many Relationships
  10. Configuring Search
  11. Configuring Workflow Tasks and Triggers
  12. Configuring Security and Data Filters for Business Entities
  13. Integrating Data as a Service
  14. Configuring External Calls
  15. Designing the Data Director User Interface
  16. Localizing Data Director
  17. Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Designing a Merge Task Layout

Designing a Merge Task Layout

You can design a custom record view layout to manage merge tasks in the Task Manager. Add the Matching Records (Advanced) component or the Matching Records component, and add any secondary or custom components that you want.
  1. In the Provisioning tool, click
    Configuration
    Layout Designer
    .
    The
    Layout Designer
     appears.
  2. Click
    Create
    Record View Layout
    .
    The
    Properties
     page appears.
  3. Click
    Layout Type
    Merge Task
    .
  4. Define the properties of the layout.
    1. Specify the following properties:
      Property
      Description
      Layout Name
      Label for the layout that you design. After you design and publish the layout, the label appears in the
      Layout Categories
       panel in the Layout Designer.
      Layout ID
      Label used for generating a system ID.
      Description
      Optional. A meaningful description to identify the layout.
      View Name
      Label for the option. The view name appears in the
      View
       list in
      Data Director
      .
      List Option Icon
      Optional. Icon for the list option. The list option icon appears in the
      View
       list in
      Data Director
      .
      List Order
      Optional. Placement of the view name in the
      View
       list in
      Data Director
      .
    2. Choose the business entity or business entity view for which you want to design the layout.
      For example, choose
      Person
      .
  5. Click
    Next
    .
    The
    User Roles
     page appears.
  6. Select the user roles that can access the record view layout, and click
    Next
    .
    To create user roles, use the MDM Hub Console.
    The
    Purpose
     page appears.
  7. Select the
    View or edit records
     option, and click
    Next
    .
    The
    Template
     page appears.
  8. Select a template that supports how users will interact with the record view layout, and click
    Next
    .
    Primary components require more horizontal space than other components. When designing record view layouts, select a template with a panel that is big enough to display a primary component.
    The
    Design
     page appears.
  9. Drag one primary component into the workspace.
    • To manage merge tasks using the merge comparison panel with advanced features, drag the Matching Records (Advanced) component into the workspace.
      Use the Matching Records (Advanced) component to override and promote root and child values in records.
    • To manage merge tasks using the merge comparison panel, drag the Matching Records component into the workspace.
      Use the Matching Records component to override root values in records.
    Drag only one primary component into the workspace.
    The following image shows the
    Design
     page with the Matching Records (Advanced) component, the Similar Records component, and the Matched Records component in the workspace:
  10. Optionally, drag secondary or custom components into the workspace.
  11. Click
    Save
    .
    The changes are saved to the temporary workspace.
  12. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
         and follow the instructions that appear on the screen.
The layout appears in
Layout Categories
 panel. When users manage merge tasks in the Task Manager, the record view layout designed for their user role appears in the review panel.
0 COMMENTS
We’d like to hear from you!