Application Actions and Folders

Overview

An application’s Actions, organized in a hierarchy of Folders. Action types include:

  • Browse a Business View to see its data or errors, possibly opening it with a search form.

  • Global Search, to search the entire application.

  • My Tasks, to view the user’s tasks that are in progess and not yet started, team’s tasks that are not yet started and the workflows initiated by the user.

  • Open URL, to open any URL

  • Profile, to open the user’s profile editor.

  • Import, to start a data import operation in a stepper or workflow.

  • Create, to start creating new records using a stepper or workflow.

  • Browse Entities, to automatically generate a folder to browse entities' data using various pre-built views (golden, master, errors, etc).

  • Open Dashboard, to open a dashboard defined in a Semarchy xDM Dashboard application.

  • Open Documentation to open the documentation configured for the application.

  • Start Workflow, to trigger a workflow instance based on a workflow definition.

These actions can be displayed as shortcuts in the navigation drawer for direct access.
The Browse Business View and My Tasks actions also support badges displayed in the navigation drawer of the application.

Create Folders

To create a folder:

  1. Double-click the Folders and Actions node under the application. The Application opens on the Folders and Actions tree table.
    This tree table shows the hierarchy of folders and actions. All folders and actions are under a Root folder which cannot be deleted.

  2. Select a folder in the hierarchy and then click the Add Folder Add Folder button in the toolbar. The Create New Application Folder wizard opens.

  3. In the Create New Application Folder wizard, enter the following values:

    • Name: Internal name of the folder.

    • Label: User-friendly label for this folder.

    • Icon: Icon used to display this folder in the navigation drawer

    • Image: Image used to display this folder as a tile in its parent folder.

  4. Click Finish to close the wizard. The folder is added to the folders hierarchy.

Create Actions

To create an action:

  1. Double-click the Folders and Actions node under the application. The Application opens on the Folders and Actions tree table.

  2. Select a folder in the hierarchy and then click the Add Action Add Action button in the toolbar. The Create New Application Action wizard opens.

  3. In the Create New Application Action wizard, enter the following values:

    • Name: Internal name of the action.

    • Action Type: Select the type of the action.

  4. Click Next

  5. If the action type requires it, enter its configuration parameters and the click Next

    • Browse Business View:

      • Business View: Select the business view to open:

        • Golden Data is the data certified data in the hub.

        • Golden Data With Errors is golden data flagged as erroneous.

        • Master Data is the latest records from source systems (for ID and Fuzzy Matched entities).

        • Source Data is data loaded from source system or authored by users.

        • Source Data With Errors is data loaded from source system or authored by users, and rejected by the validations.

      • Use Search on Open: Select this option to open the business view with its configured search methods for the user to filter the data before seeing it.

      • View Type: Select the type of view to browse.

      • Applied Filter: Optionally select a built-in filter that will be applied to the business view by default. Note that users will not be able to disable this filter.

      • Define specific values for the Business View Label, the Business View Icon, the Root Label and the Root Plural Label. These values override the ones defined in the business view when it is opened using this action. Using these values, you can customize the appearance of the business view according to the Applied Filter selected.

    • Open URL:

      • URL: URL to open.

      • Target: Target of the URL. You can open the URL in a new tab, the same tab or in an editor.

    • Create or Import:

      • Create Action or Import Action: Select the corresponding action in an action set to trigger.

    • Browse Entities Folder:

      • Lineage Enabled: Select this option to enable lineage navigation (golden to master records, for example) in the generated views.

    • Open Dashboard:

      • Dashboard Application: select the dashboard application containing the dashboard to display.

      • Dashboard: select the dashboard in this dashboard application.

  6. In the Display Properties step, configure how the action appears:

    • Label: User-friendly label for this action.

    • Description: Description for this action. This description appears as a secondary text for this action, and as a tooltip in the navigation drawer.

    • Icon: Icon used to display this action in the navigation drawer

    • Image: Image used to display this action as a tile in its parent folder.

  7. Click Finish to close the wizard. The action is added to the folders hierarchy.

Restrict Access to Actions and Folders

To restrict access to a folder or action to a certain role:

  1. Select the folder or action in the Folders and Actions tree table.

  2. In the Name and Definition finger tab of the Properties view, select a Required Role.

The Required Role selected for a folder does not apply recursively to the folder or actions contained in this folder. You must configure a required role for each folder or action you want to restrict access to.

Organize Actions and Folders

Use drag and drop, or the Move Up and Move Down buttons to organize folders and actions in the Folders and Actions tree table. Note that the order set in this tree table is applied in the application at run-time if you have selected Position for the application’s Sort Method. If you have selected the Label sort method, then items in folders are automatically sorted alphabetically using their label.

In the Properties view, you can configure the display properties of the action in the application. For example, the color of the icon and image alignment.