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English
  • Multidomain MDM 10.3
  • All Products

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

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Designing a Cross-reference Records View Layout

Designing a Cross-reference Records View Layout

You can design a record view layout to replace the Cross-reference Records view. Add the Cross-reference Records component, and add any secondary or custom components that you want.
  1. In the Provisioning tool, click
    Configuration
    Layout Designer
    .
    The
    Layout Designer
     appears.
  2. Click
    Create
    Record View Layout
    .
    The
    Properties
     page appears.
  3. From the
    Layout Type
     menu, select
    Record View and Review Task
    .
  4. Define the properties of the layout.
    1. Specify the following properties:
      Property
      Description
      Layout Name
      Label for the layout that you design. After you design and publish the layout, the label appears in the
      Layout Categories
       panel in the Layout Designer.
      Layout ID
      Label used for generating a system ID.
      Description
      Optional. A meaningful description to identify the layout.
      View Name
      Label for the option. The view name appears in the
      View
       list in
      Data Director
      .
      List Option Icon
      Optional. Icon for the list option. The list option icon appears in the
      View
       list in
      Data Director
      .
      List Order
      Optional. Placement of the view name in the
      View
       list in
      Data Director
      .
    2. Choose the business entity for which you want to design the layout.
      For example, choose
      Person
      .
  5. Click
    Next
    .
    The
    User Roles
     page appears.
  6. Select the user roles that can access the record view layout, and click
    Next
    .
    To create user roles, use the MDM Hub Console.
    The
    Purpose
     page appears.
  7. Select the
    View or edit records
     option, and click
    Next
    .
    The
    Template
     page appears.
  8. Select a template that supports how users will interact with the record view layout, and click
    Next
    .
    Primary components require more horizontal space than other components. When designing record view layouts, select a template with a panel that is big enough to display a primary component.
    The
    Design
     page appears.
  9. Drag components into the workspace.
    1. Drag the Cross-reference Records component into the workspace.
      Drag only one primary component into the workspace.
    2. To display related information, drag secondary or custom components into the workspace.
    The following image shows the
    Design
     page with the Cross-reference Records component, the Source Systems component, and the Matched Records component in the workspace:
  10. Click
    Save
    .
    The changes are saved to the temporary workspace.
  11. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A change confirmation dialog box appears that prompts you to confirm the changes.
    2. Review the changes, and click
      Confirm
      .
      A validation process runs on the application. A confirmation dialog box appears that prompts you to publish the changes.
    3. Click one of the following buttons:
      • Publish
        . Saves the changes to the MDM Hub.
      • No
        . The changes remain in the temporary workspace.
The layout appears in
Layout Categories
 panel. When users open records in
Data Director
, the record view layouts designed for their user role appear in the
View
 list.
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