Provisioning Tool Guide

10.5

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Record View and Review Task Layout Type

The Record View and Review Task layout type is the most flexible type of record view layout that you can design. You can use the same layout to manage both records and tasks. Or, you can create separate layouts for records and review tasks.

Record View Layout Type

You can design custom record views to create or view records. You can also design views to merge duplicate records, unmerge merged records, view record history, or view hierarchical relationships between records.

To design custom record views that can replace the default record views, select the same purpose and use the same primary component as the default record views. Then add the secondary and custom components that you want.

The following table lists the default record views and the selections to make on the

Purpose

page and

Design

page:

Default Record View	Purpose Page	Design Page
Business Entity view	Create records View or edit records	Record Details component
Matching Records view	View or edit records	Matching Records (Advanced) or Matching Records component
Cross-reference Records view	View or edit records	Cross-reference Records component
History view	View or edit records	History component
Hierarchy view	View or edit records	Hierarchy Manager component

To use the same layout for the Business Entity view and Review Tasks, select all options on the

Purpose

page of the Layout Designer.

The following image shows an example of a custom Matching Records view layout:

Review Task Layout Type

You can design a record view layout to manage review tasks in the Task Manager, such as reviewing new records or edited records. A typical review task layout contains the Record Details component and any secondary or custom components that you want.

The following image shows an example of a custom review task layout: