Entity on the Interface¶
Top of the page¶
In the upper-left part of the page you can see the entity name.
In the next row you can check when the entity record was created, updated and how many records of this entity exist in the system. Click the Number of records link to see the list of existing entity records.
In the upper-right part of the page there is the following set of action buttons:
Import Fields drop-down:
Import Fields—Click this button to import fields into the entity. See the Import Fields section of the Actions with Entities guide.
Download Data Template— If you are not sure how to prepare data for the field import operation, click this button to download the .csv template.
Manage Unique Keys—Click this button to define which entity fields must have unique values for different entity records. See the Manage Unique Keys section of the Actions with Entities guide.
Create Field—Click this button to add a new field to an entity. See the Create a Field section of the Actions with Entities guide.
In the next row you can click the Change History link to see who, how and when modified the entity.
General Information Section¶
|Name||The name used to refer to the entity in the system at the program code level.|
|Icon||The icon that all entity records will be displayed with.|
|Label||The label used to refer to the entity on the interface.|
|Plural Label||The plural form of the label. It is used in titles of the menu items and grids related to the entity.|
|Type||Whether it is a system (out-of-the-box) entity or an custom (created by a user) entity.|
|Description||Short but meaningful description that can help you and other users understand the purpose and specifics of the created entity in future.|
|Ownership Type||Records of which entity can be set as owners of the entity you review. For more information, see the Ownership Type guide.|
|Share Scopes||Whether the records of the entity can be shared with an individual user, or the whole business unit / organization. If sharing is unavailable for the entity records, this field contains the N/A value.|
This subsection contains sets of fields by which the system will compare entity records to determine whether these records are distinct or not. For more information about unique keys, see the Manage Unique Keys section of the Actions with Entities guide.
This section contains the list of fields defined for this entity. For more information about the entity fields, see the Entity Fields guide.
For general overview of entities, see the Entities guide.
For what actions you can perform with entities, see the Actions with Entities guide.
For more information about entity fields, see the Entity Fields guide.