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

Updating Record View Layouts

Updating Record View Layouts

You can update a record view layout in the Layout Designer. For example, you can update a record view layout to display additional components or remove a component that you do not require.
After you update a layout, the layout name in the View list is
Untitled Layout
. The issue occurs with layouts created in a version prior to 10.2. You can change the name in the
Properties
page. To hide the name from the View list, use the
Purpose
page.
  1. In the Provisioning tool, click
    Configuration
    Layout Designer
    .
    The
    Layout Designer
    appears.
  2. To select a layout that you want to update, expand the layout category related to the record view layout, and select the record view layout.
  3. Click
    Edit
    .
    The
    Design
    page appears.
  4. If the layout contains a Record Details component and you want to add or remove fields, configure the component.
    1. Click the
      Configure
      icon of the data component in the workspace.
      The
      Data Component Designer
      appears.
    2. If required, enable or disable
      Navigation pills
      .
      Enables or disables the vertical menu to access the business entity details.
    3. If you want to add specific business entity attributes to the record view layout, from the
      Attributes
      section, drag the business entity attributes to the
      Attributes layout
      section.
    4. If you want to remove specific business entity attributes from the record view layout, click the
      Delete
      icons of the business entity attributes in the
      Attributes layout
      section.
    5. If you want to add child business entities to the record view layout, from the
      Child nodes
      section, drag the child business entities to the
      Child nodes layout
      section.
    6. If you want to remove specific child entities from the record view layout, click the
      Delete
      icons of the child entities in the
      Child nodes layout
      section.
    7. If you want selected fields of the child entities to appear in the record view, click the
      Configure
      icon next to the child entity.
      The
      Data Component Designer
      appears where you can design the child entity.
    8. Click
      Done
      .
      The
      Design
      page appears.
  5. If you want to add a component to the record view layout, drag the component into the workspace.
  6. If you want to remove a component from the record view layout, click the
    Delete
    icon of the component.
  7. If you want to update the layout properties, purpose, or template, click
    Back
    to navigate to the page and make the changes.
  8. Click
    Save
    .
    The changes are saved to the temporary workspace.
  9. 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.

0 COMMENTS

We’d like to hear from you!