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

Primary User Interface Components

Primary User Interface Components

You can add primary components to layouts. Primary components help users manage records.
The following table describes the primary components that appear when designing
Home
page layouts in the Layout Designer:
Primary Component
Description
Task Inbox
Displays task notifications that the review process generates.
Dashboard Reports
Displays a Jaspersoft report. Use the component if you already have Jaspersoft reports configured for subject areas in
Data Director
.
The following table describes the primary components that appear when designing record view layouts in the Layout Designer:
Primary Component
Description
Record Details
Displays the data in a record. Use the component to create, view, and edit records.
Matching Records (Advanced)
Displays an advanced merge comparison panel with an updated look and feel. Use the component to find duplicate records and merge the open record with the duplicate records. You can select root or child values in the records to override or promote, and preview the merged record.
Matching Records
Displays a merge comparison panel. Use the component to find duplicate records and merge the open record with the duplicate records. You can select root values in the record to override or promote and preview the merged record.
Cross-reference Records
Displays the source data that contributed to the master record. Use the component to unmerge merged records.
History
Displays past changes to a record. Use the component to investigate data changes.
Hierarchy Manager
Displays a diagram that shows how a record is related to other records. Use the component to view hierarchical relationships.
When designing record view layouts, the layout type you select determines the primary components available.

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