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

Creating the Similar Records Component

Creating the Similar Records Component

Create the Similar Records component in the Component Editor. After you create the Similar Records component, the component appears in the Layout Designer.
  1. In the Provisioning tool, click
    Configuration
    Component Editor
    .
    The
    Component Editor
    appears.
  2. From the Component type list, select
    Similar Records
    , and click
    Create
    .
    The property fields appear in the Properties panel.
  3. Enter a name for the Similar Records component.
  4. In the
    XML
    field, enter the following XML configuration that includes a list of fields to search for similar records:
    <config> <searchableFields> <field name="<field name 1>"/> <field name="<field name 2>"/> ... <field name="<field name n>"/> </searchableFields>
    <searchType>
    ...
    </searchType>
    <label existsFormat="{1} {2} {3}"> <column columnUid="<field name 1>" /> <column columnUid="<field name 2>"/> <column columnUid="<field name 3>" /> </label> </config>
    Where
    <field name>
    is the name of the field on which you want to base the search for similar records. You can base the search for similar records on field names in the business entity model that are configured as searchable. Also, you need to specify the format in which the search field values must appear.
  5. Click
    Apply
    .
    The Similar Records component that you created appears in the
    Components
    panel and in the
    Tree View
    panel.
  6. 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.

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