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English
  • Multidomain MDM 10.4 HotFix 3
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Integrating Data as a Service
  15. Configuring External Calls
  16. Designing the Data Director User Interface
  17. Localizing Data Director
  18. Appendix A: Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Designing a Business Entity View Layout

Designing a Business Entity View Layout

You can design a custom record view layout to replace the default Business Entity view. Add the Record Details components, and add any secondary or custom components that you want.
  1. Click
    Configuration
    Layout Designer
    .
    The
    Layout Designer
     appears.
  2. Click
    Create
    Record View Layout
    .
    The
    Properties
     page appears.
  3. From the
    Layout Type
     list, select
    Record View and Review Task
    .
  4. Define the properties of the layout.
    1. Specify the following properties:
      Property
      Description
      View Name
      Label for the option. The view name appears as a tab in an opened record in
      Data Director
      .
      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.
      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 list of tabs in the opened record in
      Data Director
      .
    2. Choose the business entity or business entity view 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 actions that users can perform using the record view layout.
    • To create records, select
      Create records
      .
    • To view or edit records, select
      View or edit records
      .
    • To create, view, or edit records, select
      Create records
       and
      View or edit records
      .
    To use the same layout for the Business Entity view and Review Tasks, select all options on the
    Purpose
     page of the Layout Designer.
  8. Click
    Next
    .
    The
    Template
     page appears.
  9. 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.
  10. Drag components into the workspace.
    1. Drag the
      Record Details
       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 a
    Design
     page with the Record Details component and the Related Records component in the workspace:
  11. If you want selected fields of the
    Record Details
     component to appear in the record view, configure the component.
    1. From the component configuration list, select a configuration.
      You can select a default or a custom configuration.
      The following default configurations are available:
      • default-full. Configuration of the business entity that includes the root node and all the child nodes.
      • default-root. Configuration of the root node of the business entity.
    2. Click the
      Configure
       icon of the component in the workspace.
      The
      Record Details Component Designer
       appears.
    3. In the
      Configuration name
       field, enter a configuration name.
      Ensure that the configuration name is not the same as any business entity name. For example, if you have a Person business entity in your environment, do not name the configuration Person.
    4. If you want to configure the amount of sections in which you can add attributes, in the
      Sections
       list, select a number.
      When the layout contains multiple sections, some field values in the record details might not be visible.
    5. If you want to use a vertical menu to access the business entity details, enable
      Navigation pills
      .
    6. From the
      Attributes
       section, drag the business entity attributes that you want to display in a record view into the
      Attributes layout
       section.
      For example, drag the First Name, Middle Name, Last Name, Birth Date, and Tax ID into the
      Attributes layout
       section.
    7. From the
      Child nodes
       section, drag the child business entities that you want to display in a record view to the
      Child nodes layout
       section.
      For example, drag Bill address, Ship address, Telephones, and Email into the
      Child nodes layout
       section.
      The following image shows the
      Record Details Component Designer
       page with the layout of attributes and child nodes defined:
    8. If you want to change the view of the child nodes, in the
      Child nodes layout
       section, configure the following view options:
      • In the
        Records Per Page
         list, select the number of records that you want to display in the page. Default is 5.
      • To show an expanded view of the records when you open the page, select
        Expand by default
        . If you do not select this option, the child records are not expanded when you open the page.
      • In the
        Select default configuration
         list, select one of the following values:
        • Configured. Displays the root node without the child nodes. Default is
          Configured
          .
        • Full. Displays the root node and the child nodes.
    9. If you want selected fields of the child business entities to appear in the record view, click the
      Configure
       icon next to the child entity.
      The
      Record Details Component Designer
       appears, where you can design the child entity.
    10. Click
      Done
      .
      The
      Design
       page appears.
  12. Click
    Save
    .
    The changes are saved to the temporary workspace.
  13. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
         and follow the instructions that appear on the screen.
The layout appears in the
Layout Categories
 panel. When users create or open records in
Data Director
, the record view layouts designed for their user role appear in tabs in the record.
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