Table of Contents

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  1. Preface
  2. Introduction
  3. Establishing a Root Node
  4. Defining the Business Entity Model
  5. Configuring Business Entity Properties
  6. Configuring Reference Entity Properties
  7. Transforming Business Entities and Views
  8. Managing Many-to-Many Relationships
  9. Configuring Search
  10. Configuring Workflow Tasks and Triggers
  11. Configuring Security and Data Filters for Business Entities
  12. Integrating Data as a Service
  13. Configuring External Calls
  14. Designing the Data Director User Interface
  15. Localizing Data Director
  16. Provisioning Tool Frequently Asked Questions

Creating a Lookup Node with a One-to-One Relationship

Creating a Lookup Node with a One-to-One Relationship

To create a child lookup node with a one-to-one relationship to a parent node, in the tree view panel, select
Lookup Fields
under the parent node and then click
Create
. You must associate the lookup node with a lookup base object. For example, you create a child reference node for a gender lookup with a one-to-one relationship to a person.
Before you begin, in the MDM Hub, ensure that you configured the lookup base object and the relationship between the base object of the parent node and the lookup base object.
  1. In the tree view, expand the parent node under which you want to create a child node.
    For example, expand the Person node.
  2. Select
    Lookup Fields
    , and then click
    Create
    .
  3. In the node properties panel, enter a node name and a label.
    For example, enter
    Gender
    for the name and label.
  4. From the
    Object
    list, select the base object that contains the lookup child node data.
    For example, select the lookup base object
    LUGender
    .
  5. From the
    Constraints
    list, select the relationship between the base object of the parent node and the base object of the lookup node.
    For example, select the constraint
    C_PARTY(GENDER_CD).C_LU_GENDER(GENDER_CODE)
    .
  6. Optionally, configure default values for user roles.
    The picklist in
    Data Director
    defaults to this value for the specified user roles.
    1. Beside the
      Default Value
      heading, click the
      Add
      icon.
    2. Enter a default value that matches a value in the selected lookup base object. When entering dates, use the GMT format, such as
      2018-06-06T09:34:25.801-04:00
      .
      The Provisioning tool does not validate the values. You can test the default values from Data Director.
    3. From the
      User Role
      list, select user roles and then click the
      Add
      icon. To specify all user roles, select the asterisk (*).
      The selected user roles appear. To remove a user role, click the
      Delete
      icon beside the role.
    4. Optionally, to use this default value with the user roles that have no other default values configured for this field, select
      Apply this value to the user roles that have no default value assigned
      .
    5. To configure more default values, repeat these substeps.
  7. Click
    Apply
    .
    The changes are saved but are not published to the MDM Hub.

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