Provisioning Tool Guide

10.5

Back Next

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.

Click

Configuration

Layout Designer

The

Layout Designer

appears.

Click

Create

Record View Layout

The

Properties

page appears.

From the

Layout Type

list, select

Record View and Review Task

Define the properties of the layout.

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 .

Choose the business entity or business entity view for which you want to design the layout.

For example, choose

Person

Click

The

User Roles

page appears.

Select the user roles that can access the record view layout, and click

To create user roles, use the MDM Hub Console.

The

Purpose

page appears.

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.

Click

The

Template

page appears.

Select a template that supports how users will interact with the record view layout, and click

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.

Drag components into the workspace.

Drag the

Record Details

component into the workspace.

Drag only one primary component into the workspace.

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:

If you want selected fields of the

Record Details

component to appear in the record view, configure the component.

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.

Click the

Configure

icon of the component in the workspace.

The

Record Details Component Designer

appears.

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.

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.

If you want to use a vertical menu to access the business entity details, enable

Navigation pills

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.

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:

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.

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.

Click

Done

The

Design

page appears.

Click

Save

The changes are saved to the temporary workspace.

Publish the changes to the MDM Hub.

Click

Publish

A confirmation dialog box appears that prompts you to publish or review the changes.

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.

Rename Saved Search

Table of Contents

Provisioning Tool Guide

Provisioning Tool Guide

Designing a Business Entity View Layout

Designing a Business Entity View Layout