Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Supplier 360 10.3
  • All Products

Table of Contents

Search

  1. Preface
  2. Introduction to Informatica MDM - Supplier 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Approving Supplier Records
  7. Editing Records
  8. Managing Suppliers
  9. Communicating with Suppliers
  10. Creating Supplier Profiles on the Supplier Portal

User Guide

User Guide

Back Next

Adding a Related Record

Adding a Related Record

When a record has relationships configured, you can add related records to records. Search for and open the record in the
Business Entity
 view. Search for the related record that you want to add as a related record and add the record in the
Related Records
 panel.
The
Related Records
 panel must be present in the
Business Entity
 view. To create relationships between different types of business entities, your user role must include the edit permission for both types of business entities.
  1. From the
    Search Results
     panel in the
    Search
     page, select the record to which you want to add the related records.
  2. Open the record.
    The
    Related Records
     panel displays the records that are directly related to the record you open. There might be more than one
    Related Records
     panel. For example,
    Contact
    ,
    Relationship
    .
  3. In the
    Related Records
     panel, click
    New
    .
    The
    Add a Related Record
     dialog box opens.
  4. Select the relationship type.
  5. In the
    Search
     box, type the complete search string or the search string with the asterisk wildcard character (*) for the record that you want to find.
  6. Click
    Search
    .
  7. In the
    Filters
     panel, select a value for the filter criteria that you require.
  8. Click
    Apply Filter
    .
    The revised search results appear in the
    Search Results
     panel based on the filters you set.
  9. Select the record that you want to add as related record and click
    Select
    .
  10. If the relationship has additional attributes, specify the additional attributes.
  11. Click
    Apply
    .
    The record is added as related record and appear in the
    Related Records
     panel.
0 COMMENTS
We’d like to hear from you!