Advanced Business View Configuration

Embedded Collections

If the form used for a business entities contains embedded collections, then you can configure an embedded collection transition to configure which records are displayed in this embedded collection and how browsing takes place when clicking these records in the embedded collection.

Configure Embedded Collection Transitions

To configure an embedded collection transition:

  1. In the Business View editor, scroll down to the Transition table.

  2. Select the parent business entity for the new transition.

  3. Click the Configure Embedded Collection Transition Configure Embedded Collection Transition button in the toolbar of the transitions table. The Create New Transition wizard opens.

  4. In the Create New Transition wizard, set the following values:

    • Embedded Collection: Select one of the embedded collections of the form of your business entity.

    • Name: Enter the name for the transition.

  5. Click Next. The second step of the wizard configures the child business entity of the transition:

    • Select whether you want to create a new business entity or use an existing one.

    • If you choose to Create a New Business Entity, select an Entity and give a Name for the new business entity.

    • If you choose to Use an Existing Business Entity, select an existing Target Business Entity.

  6. Click Finish

Configure Embedded Collections Browsing

Embedded Collection Browsing options define how to navigate when a user clicks an item from an embedded collection placed in the form defined for a business entity.

  1. In the Business View editor, scroll down to the Transition table.

  2. Select the business entity in the table.

  3. In the Properties view, select the Embedded Collections finger tab.
    This table lists the embedded collections of the browsing form selected for the business entity.

  4. Click the Refresh Configuration Refresh Configuration button in the Properties view toolbar to refresh the list of embedded collections.

  5. For each collection listed, select a Browsing Target:

    • Not Browsable makes embedded collection items not navigable.

    • Form opens a popup with the selected Form when the collection item is clicked.

    • Business View opens the selected Target Business View in the same editor.

Advanced Transitions

Configure Infinite Hierarchies

It is possible to create hierarchies with an infinite depth by creating a transition from a business entity to itself.

For example, to create a hierarchy of cost centers, create a business view with a Cost center as the root business entity (call it CostCenterBusinessEntity) and a root filter selecting only the cost centers with no parents (e.g.: ParentCostCenter is null). Then add a transition using the self-relationship linking parent and child cost centers, and select the existing CostCenterBusinessEntity.

Use Lineage Navigation in Transitions

Transitions allow browsing the relationships created in the model as well as the lineage relationships. For example, you may create a transition showing the master records consolidated into the golden record, or the golden history records.

All lineage navigations is listed in Data Access Views, Attributes and Lineage.

Depending on the view type (golden, master, etc) used to browse the business view, transitions that do not apply are automatically hidden. For example, a golden to master records transition does not apply when browsing a source record, and does not appear.

When using a transition from a golden record to its master records, or from a golden record to its golden history records, the values in the attached master/history records are automatically highlighted (with a blue or yellow background) in the collection or form if they match the value of the golden record. Note that this background does not replace a possible background configured for the field in the collection or form itself.