To quickly define a business entity, start by adding smart fields. Smart fields are context-aware fields that have predefined properties, such as validation and match rules. The smart fields are building blocks for common fields, such as address, email, and phone. After you define smart fields, add basic fields for other types of data.
When you configure a field or a field group, ensure that you don't use the following reserved keywords in display names or internal IDs: Message Type, _ingress, fieldGroup_State, sourcePKey, and parentId.
1Open the business entity from the Explore page.
2In the fields panel, expand the Smart Fields and Basic Fields sections, and review the fields in each section.
Note: You can't disable the fields that are part of the default search layout.
3Double-click a field to add the field to the canvas, and then specify the general field properties, such as display name and internal ID.
You can later configure field properties such as data quality, survivorship, and search.
4If you added a smart field, click the down arrow to open and review the associated fields.
Note: You cannot add or delete fields from a smart field.
aClick each field that is associated with the smart field and review the field properties.
bIf required, edit the properties of the associated fields.
cTo close the smart field, click the up arrow on the smart field.
5If you add a picklist or a dependent picklist, select the reference data asset for the picklist field.
8If you added a field group, click the down arrow to open the group and add fields.
aDouble-click fields to add the fields to the canvas, and then specify the field properties.
bTo close the field group, click the up arrow on the field group.
Within a field group, you can nest up to six levels of field groups. You can't add smart fields to the nested field group at the last level.
9Define additional fields for the business entity.
10Save the fields that you added to the business entity.
aClick Save.
The validation process checks the field properties. If there are no errors, the fields are saved.
bIf there are validation errors, correct the errors, and click Save.
11To close the canvas, click the Close icon.
The saved business entity appears in the Explore page.
Add a picklist
To provide a list of values for users to select from, you can add a picklist to a business entity. A picklist uses a list of values contained in a reference data asset. A maximum of 1000 picklist values that are sorted in alphabetical order can appear in business applications.
When you configure a picklist, you can select existing reference data or add new reference data. Reference data sets created in Reference 360 appear along with reference data that you create in Business 360 Console. If you select a reference data that's created in Reference 360, Business 360 Console publishes the reference data with the default code list to Business 360 Console but excludes publishing any custom code lists.
For example, if the country reference data contains the enterprise country code list and a custom country code list in Reference 360, Business 360 Console publishes the country reference data with the enterprise country code list and excludes publishing the custom country code list.
Note: When you publish a reference data set in Business 360 Console, you can't delete the default code list of the reference data set in Reference 360.
1In the fields panel, expand the Basic Fields section, and double-click the Picklist field to add it to the canvas.
2Specify a display name and an internal ID.
3Optionally, specify a description for the picklist field.
4If you want to select existing reference data, perform the following steps:
aClick the asset picker.
bIn the Select Reference Data dialog box, select the reference data asset for the picklist field, and click Select.
The selected reference data asset appears as a link in the Reference Data field. You can click the link to open the reference data in Reference 360.
5If you want to add new reference data, perform the following steps:
aClick New.
bIn the Reference data dialog box, add the reference data properties, such as display name and location, and click OK.
cView the summary of the reference data, and click Save.
You can view the reference data that you created in the Default folder on the Explore page.
6Select one of the following Cache Reference Data options:
Option
Description
Display cached values
Lists the cached values in the business application.
Always read from Reference 360
Lists the latest values from Reference 360.
Add a dependent picklist
When the list of values that users select from has a dependency on a value that users select in another list, use a dependent picklist. For example, a list of states is dependent on the country selected from a countries list. When you add a dependent picklist, you must first add a parent picklist.
In a dependent picklist field, you use a list of values that a dependent reference data asset contains. Before you add parent and dependent picklist fields to a business entity, ensure that the parent and the dependent reference data assets to use in the picklists are configured. Also, ensure that both the dependent and parent picklists are root fields or belong to the same field group.
Note: Ensure that the root section or a field group entry in a record contains up to 50 picklists, including parent and dependent picklists.
1Add a parent picklist, such as Country.
aIn the fields panel, expand the Basic Fields section, and double-click the Picklist field to add it to the canvas.
bSpecify a display name, such as Country, and an internal ID.
cOptionally, specify a description for the picklist field.
dIf you want to select existing reference data, perform the following steps:
aClick the asset picker.
bIn the Select Reference Data dialog box, select the reference data asset for the picklist field, and click Select.
The selected reference data asset appears as a link in the Reference Data field. You can click the link to open the reference data in Reference 360.
eIf you want to add new reference data, perform the following steps:
aClick New.
bIn the Reference data dialog box, add the reference data properties, such as display name and location, and click OK.
cView the summary of the reference data, and click Save.
You can view the reference data that you created in the Default folder on the Explore page.
fSelect one of the following Cache Reference Data options:
Option
Description
Display cached values
Lists the cached values in the business application.
Always read from Reference 360
Lists the latest values from Reference 360.
2Add a dependent picklist, such as State.
aIn the fields panel, expand the Smart Fields section, and double-click the Dependent Picklist field to add it to the canvas.
bSpecify a display name, such as State, and an internal ID.
cOptionally, specify a description for the picklist field.
dIf you want to select existing reference data, perform the following steps:
aClick the asset picker.
bIn the Select Reference Data dialog box, select the reference data asset for the picklist field, and click Select.
The selected reference data asset appears as a link in the Reference Data field. You can click the link to open the reference data in Reference 360.
eIf you want to add new reference data, perform the following steps:
aClick New.
bIn the Reference data dialog box, add the reference data properties, such as display name and location, and click OK.
cView the summary of the reference data, and click Save.
You can view the reference data that you created in the Default folder on the Explore page.
fSelect one of the following Cache Reference Data options:
Option
Description
Display cached values
Lists the cached values in the business application.
Always read from Reference 360
Lists the latest values from Reference 360.
gFrom the Parent Picklist, select a picklist.
Note: The list contains only the parent picklists that are added to the canvas.
3Optionally, add additional dependent picklists.
Add business entity record fields
Add business entity record fields to relate records. The users search for business entity records and select a record to relate by using this field. You can add up to 15 business entity record fields to a business entity.
1In the fields panel, expand the Basic Fields section, and double-click Business Entity Record.
2Specify a display name and an internal ID for the field.
3Optionally, specify a description for the field.
4In the Business Entity field, click the asset picker.
The Business Entity dialog box appears.
5Find and select a business entity for the field.
6Click Select.
The canvas appears with the selected asset in the Business Entity Record field.
7 To add more business entity record fields, repeat steps 1 through 6.
8Save the business entity.
Add dynamic fields
Before you add dynamic fields, create a dynamic pool. You can then add a dynamic field definitions attribute to one business entity and a dynamic field values attribute to another related business entity.
Associate a dynamic field definitions attribute to a dynamic pool, and the attribute acts as a container for the fields and field groups in the dynamic pool. Users can select the relevant fields in business applications.
1Open a business entity from the Explore page.
2In the fields panel, expand the Dynamic Fields section.
3Double-click Dynamic Field Definitions to add it to the canvas, and then specify the general field properties, such as display name and internal ID.
4Select the dynamic pool to which you want to associate the dynamic field definitions attribute.
5In the Properties section, click Inheritance.
6Select a business entity that you want to participate in the inheritance of dynamic field definitions.
A list of dynamic field definitions attributes that belong to the same dynamic pool appear.
7Select a dynamic field definitions attribute from which you want to inherit the dynamic field definitions.
8Select a hierarchical relationship that indicates the direction of inheritance for the dynamic field definitions.
You can view the relationships that belong to searchable hierarchies and the selected business entities participate.
9Click Save.
10To close the canvas, click the Close icon.
Add a dynamic field values attribute
Associate a dynamic field values attribute in a consumer business entity to a dynamic field definition attribute from a provider business entity. The dynamic field values attribute displays all the fields that are selected through the dynamic field definitions attribute.
1Open a business entity from the Explore page.
2In the fields panel, expand the Dynamic Fields section.
3Double-click Dynamic Field Values to add it to the canvas, and then specify the general field properties, such as display name and internal ID.
4Select a business entity that contains the dynamic field definitions attributes.
All the dynamic field definitions that you added to the selected business entity appear.
5Select the dynamic field definitions attribute from which you want to get the dynamic field definitions for the child records in a hierarchy.
6Select a relationship between the provider and consumer business entities.
You can view only the relationships that have the consumer business entity configured as Business Entity 1. When users assign records based on the selected relationship in a hierarchy or a graph, the child records get the dynamic field definitions from the parent records. For more information on creating a relationship, see Create a relationship.