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English
  • Multidomain MDM 10.5
  • 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. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Designing the Quick View Tab for the Hierarchy View

Designing the Quick View Tab for the Hierarchy View

Design the
Quick View
 tab to show the details of a record. In
Data Director
, users can view the
Quick View
 tab in the
Hierarchy
 view.
  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 Quick View.
      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.
    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 records in the Quick View tab of the Hierarchy View
     check box.
  8. Click
    Next
    .
    The
    Template
     page appears.
  9. Select template 1, and then click
    Next
    .
    The
    Design
     page appears.
  10. Drag
    Record Details
     into the workspace and 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. From the
      Section
       list, select
      1
      .
    5. 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.
    6. 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.
    7. Click
      Done
      .
      The
      Design
       page appears.
  11. Click
    Save
    .
    The changes are saved to the temporary workspace.
  12. 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.
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