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English
  • Multidomain MDM 10.4
  • 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

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Related Records

Related Records

The Related Records component is a secondary component that you can add to a record view layout. 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 in the view mode or the edit mode. In the view mode, users can only view the records. In the edit mode, users can 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, 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 in the edit mode with records related to a person record in a record view:
The sample Related Records component contains two related records, Account #: 23 and SMITH Household.
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