Table of Contents

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  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

Viewing Record Data

Viewing Record Data

If you need more information about a record, you can view the record data. For example, when the hierarchy contains similar records, you might want to confirm that you have the correct record before taking an action.
  1. In the canvas, click a record.
    The entity
    Actions
    menu appears.
  2. Click
    Actions
    View
    Details
    .
  3. In the
    Entity Details
    window, review the summary details.
    • If the details are sufficient to allow you to continue your work, click
      Close
      .
    • If you need more information about the record, click
      More Details
      . The record opens in a new tab. You can review all the data about the record and, if necessary, edit the data.

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