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English
  • Multidomain MDM 10.3 HotFix 2
  • All Products

Table of Contents

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  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

Creating the Related Records Component

Creating the Related Records Component

Create the Related Records component in the Component Editor. After you create the Related Records component, the component appears in the Layout Designer.
  1. In the Provisioning tool, click
    Configuration
    Component Editor
    .
    The
    Component Editor
     appears.
  2. Create a Related Records component.
    1. From the component type list, select
      Related Records
      , and click
      Create
      .
    2. In the
      Properties
       panel, specify the following Related Records component properties:
      Property
      Description
      Name
      Name of the Related Records component that appears in the Components panel.
      Label
      Label of the Related Records component that appears in the component list for the component in the Layout Designer workspace.
      Honor Direction
      Specifies whether the Related Records component honors the direction of the relationship between records. To configure the component to honor the direction of the relationship between records, enable the property.
      Read Only
      Specifies whether users can edit related records from the Related Records component. To configure the component as a non-editable component, enable the property.
    3. Click
      Apply
      .
      The Related Records component that you created appears in the
      Components
       panel and in the
      Tree View
       panel.
  3. Create filters for the business entities that appear in the Related Records component.
    1. In the Related Records component tree, click
      Filter
      , and then click
      Create
      .
      The filter properties appear in the
      Properties
       panel.
    2. Enter a name for the filter.
    3. From the Object Type list, choose one of the following filter types:
      Filter Type
      Description
      Relationship
      Filter based on a relationship type.
      Business Entity
      Filter based on a business entity.
      If you select the Relationship filter type, the relationship names appear in the Value list. If you select the Business Entity filter type, the business entity names appear in the Value list.
    4. Select an item from the
      Value
       list, and click
      Apply
      .
    You can create multiple filters for the business entities in the Related Records component.
  4. 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 Related Records component that you create and publish appears in the Components panel.
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