Data Director User Guide

10.3

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Adding a Record

To add a record that uses the business entity model, start from the

New

tab in the navigation bar and select the type of business entity.

In the navigation bar, click

New

. In the

New

window, select a business entity type, and then click

An entity tab opens and displays the data entry form for the business entity. A red line on a field indicates a required field.

For each required field in the form, click the field, and type a value.

You can use the following conventions when adding text:

Type the complete search string or the search string with the asterisk wildcard character (*) for the record that you want to find. You can use the wildcard character at the end of the search string or in between the search string. For example, if you want to search for John, you can specify

Jo*

J*n

If the search is configured to suggest search strings, type a few characters of the search string, and select one of the suggested values as the search string.

The values are suggested when you search within a single business entity type.

If the search string includes any of the following special characters, add a backslash as a prefix to the special character: + , - , & , || , ! , ( ) , { } , [ ] , ^ , " , ~ , ? , : , \ . If you do not add a backslash as a prefix to each special character, the search might return no results or incorrect results. For example, if you want to search for

AT&T

, the search string must be

AT\&T

The following image shows a sample data entry form for a Person business entity. The required fields are filled in.

The data entry form for a new Person. The Last Name and First Name are required fields.

1 Navigation menu

2 Required field indicator

3 Changed field indicator

If the

Similar Records

panel contains a list of similar records, review them.

In the

Similar Records

panel, click the information icon beside the name of a record.

Check the other data values to see if the record is the same as the one you are adding.

If it is the same record, click

Use this record

. When prompted for confirmation, click

Yes, proceed

. The work-in-progress record is discarded and the tab closes. The selected record opens in an entity tab. You can edit data as required.

If it is not the same record, click

To review child records for the previewed record without discarding the work-in-progress entity, click

View Business Entity

. The previewed record opens in an entity tab.

Review other similar records in the same way.

If a record does not exist, return to the tab containing the work-in-progress record.

In the data entry form, add data in the optional fields.

Fill in the fields.

Optionally, add an image. Type a valid URL in the image field.

For best results, use an image that is a maximum of 200 x 200 pixels. For images, the MDM Hub stores the URL, not the file. If the location of the file changes, you must update the URL.

Click the

Apply

icon.

If the data entry form includes sections for child records, add child records to the sections.

In the navigation menu, click a section name, such as

Address

Phone

The view scrolls to the selected section.

Click the

Create Child Record

icon.

Fields appear where you can enter data.

You can switch between a table view and a form view of the fields. Click the

Form

icon or the

Table

icon.

Fill in the fields.

The following image shows a sample

Phone

section in the form view:

Table

icon. Click to view the fields within a table.

Form

icon. Click to view the fields within a form.

Create Child Record

icon. Click to add a child record to the selected record.

Click the

Apply

icon.

After you finish adding data, click

Save

A message confirms that the record was created successfully. If your user role permits you to save data without a review, the application saves the record to the MDM Hub Store as an active record. Otherwise, the application saves the record as a pending record and initiates the review process associated with your role.

Rename Saved Search

Table of Contents

Data Director User Guide

Data Director User Guide

Adding a Record

Adding a Record