Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Multidomain MDM 10.3
  • All Products

Table of Contents

Search

  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

Related Records (Edit Mode)

Related Records (Edit Mode)

The Related Records component with the edit mode is a secondary component that you can add to a record view layout and configure. The component lists records that are directly related to the record that is open in a record view. Each related record in the component is a link that you can open in a record view.
The Related Records component shows only the records that the user has permission to view. To be able to add, edit, and delete relationships, the user must have these permissions for the types of business entities that they want to relate. To set permissions, you use the Security Access Manager in the MDM Console. For more information, see the
Multidomain MDM Configuration Guide
You can use the Related Records component with the edit mode to add, edit, and delete relationships for records that appear in the Related Records component. Before you add the Related Records component to a record view layout, create the component in the Component Editor. After you create the component, the component appears in the Layout Designer.
To display related records in a record view, ensure that relationships are defined for the business entity model on which you base the record view. You can create business entity models and define relationships between business entities in the Modeling page.
The following image shows a sample Related Records component that lists records related to a person record in a record view:
The sample Related Records component contains two related records, Account #: 23 and SMITH Household.
0 COMMENTS
We’d like to hear from you!