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

Record View Layouts

Record View Layouts

Record views appear in an entity tab when users create or manage records or when users manage tasks in the Task Manager. You can add primary components to layouts to manage records. Add secondary or custom components to display the information related to records, such as matched records and social media feeds.
You can design the following types of record view layouts: Record View and Review Task, Merge Task, and Unmerge Task. The layout type determines the primary components that you can add to the layout and the actions that users can perform. For example, if you design an Unmerge Task layout, only the primary components that help users to unmerge records are available.
When you design a record view, select a template that can display the components that you want. For example, to display data in a record, the template must have a panel that is big enough to display the record details.
The following image shows a record view with the Record Details component in the main panel and secondary components that display related information in the sidebar:
The sample record view contains the Record Details component, the Source Systems component, the Similar Records component, and Twitter feed.
If you do not want to design record view layouts, enable the default record views. The default record views contain a primary component, but do not contain any secondary or custom components.

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