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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

Updating Record View Layouts

Updating Record View Layouts

You can update a record view layout in the Layout Designer. For example, you can update a record view layout to display additional components or remove a component that you do not require.
After you update a layout, the layout tab name is
Untitled Layout
 in Data Director. The issue occurs with layouts created in a version prior to 10.2. You can change the name in the
Properties
 page. To hide the tab name, use the
Purpose
 page.
  1. Click
    Configuration
    Layout Designer
    .
    The
    Layout Designer
     appears.
  2. To select a layout that you want to update, expand the layout category related to the record view layout, and select the record view layout.
  3. Click
    Edit
    .
    The
    Design
     page appears.
  4. If the layout contains a Record Details component and you want to add or remove fields, configure the component.
    1. Click the
      Configure
       icon of the data component in the workspace.
      The
      Record Details Component Designer
       appears.
    2. If you want to use a vertical menu to access the business entity details, enable
      Navigation pills
      .
    3. If you want to add specific business entity attributes to the record view layout, from the
      Attributes
       section, drag the business entity attributes to the
      Attributes layout
       section.
    4. If you want to remove specific business entity attributes from the record view layout, click the
      Delete
       icons of the business entity attributes in the
      Attributes layout
       section.
    5. If you want to add child business entities to the record view layout, from the
      Child nodes
       section, drag the child business entities to the
      Child nodes layout
       section.
    6. If you want to remove specific child entities from the record view layout, click the
      Delete
       icons of the child entities in the
      Child nodes layout
       section.
    7. If you want selected fields of the child 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.
    8. Click
      Done
      .
      The
      Design
       page appears.
  5. If you want to add a component to the record view layout, drag the component into the workspace.
  6. If you want to remove a component from the record view layout, click the
    Delete
     icon of the component.
  7. If you want to update the layout properties, purpose, or template, click
    Back
     to navigate to the page and make the changes.
  8. Click
    Save
    .
    The changes are saved to the temporary workspace.
  9. 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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