Table of Contents

Search

  1. Preface
  2. Introduction
  3. Getting Started
  4. Data Director with Business Entities
  5. Data Director with Subject Areas
  6. Hierarchies and Relationships
  7. Workflows and Reviews

Opening Records from Search Results

Opening Records from Search Results

To investigate a record, you can select it from the search results and open the record in the
Data
tab. You search by using the search form in the
Data
tab, by clicking
Queries
, or by using the
Search
box in the header.
When you open a record that is timeline-enabled, specify an effective period for which to view the record. The default value in the field for the effective date is the current date. If you leave the effective date field empty, all the record versions are opened.
  1. Search for the record.
  2. In the search results, select the record.
  3. Open the record in one of the following views:
    View
    Description
    Data
    To view and edit the record, click
    Open
    .
    Matches
    To compare the record with potentially duplicate records, click
    Actions
    Compare
    .
    Hierarchy
    To view a diagram of the relationships between records, click
    Open Hierarchy
    .
    Business Entity
    To view and edit the record in context with other sources of information about the record, click
    Entity View
    .
  4. If prompted, specify the effective period that you want to investigate.
    The record opens in the view.

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