Define the Data Model > Defining business entities > Configure the field properties
  

Configure the field properties

After you review or add fields to the business entity, configure the field properties, such as general, data quality, search, and survivorship properties.

Configure general properties for a field

You can configure the general properties for a business entity field. Based on the type of field, the properties vary.
    1From the Explore page, find and open a business entity.
    2 Select a field from the canvas.
    3Configure the general properties for the field.
    The following table lists the properties that you can configure for a field:
    General property
    Description
    Status
    Specifies whether to use the field in the business entity. To disable a field, select Disabled.
    Note: You can disable an optional basic field, smart field, and field group that do not have any dependencies. You cannot disable the fields that are part of the default search layout.
    Display Name
    Name of the business entity field.
    Ensure that you don't configure display names that are identical to the following system field names:
    • - Error Message
    • - Severity
    • - Business ID
    • - Created By
    • - Created On
    • - Last Updated By
    • - Last Updated Date
    • - Record State
    • - Source Business ID
    • - Source Primary Key
    • - Source System
    When you export search results related to these business entities from your business application, the exported search results file includes information in an incorrect format.
    Internal ID
    Unique identifier of the business entity field.
    Description
    Description of the business entity field.
    Maximum Length
    Length of the string the field can contain. Applies to text fields.
    Multiline field
    Specifies whether the field can contain multiple lines of text separated by paragraph breaks or line breaks. For example, a multiline text field can contain an address with multiple lines.
    Calculated field
    Specifies whether the field contains a value that's calculated based on a calculated field rule. The calculated field rule is based on the values of attributes of a business entity or relationship. You can configure integer, double, decimal, date, or date and time attributes to be calculated fields.
    For more information about calculated fields, see calculated fields.
    Note: Effective in the November 2023 release, the ability to configure attributes to be calculated fields is available for preview.
    Preview functionality is supported for evaluation purposes but is unwarranted and is not supported in production environments or any environment that you plan to push to production. Informatica intends to include the preview functionality in an upcoming release for production use, but might choose not to in accordance with changing market or technical circumstances. For more information, contact Informatica Global Customer Support.
    Precision
    The total number of digits, including the decimal places. For example, 123.45 has a precision of 5. Applies to decimal fields.
    Scale
    The number of digits after the decimal place. For example, 123.45 has a scale of 2. Applies to decimal fields.
    Reference Data
    Name of reference data asset that contains the list of values for the field.
    Applies to the following field types:
    • - Picklist
    • - Dependent Picklist
    Parent Picklist
    Name of reference data that you want set as a parent reference data. Applies to dependent picklists.
    Required
    Specifies whether the field is a required field.
    Applies to all the field types except field groups.
    Uniqueness Criteria
    Applies to field groups. You can now configure uniqueness criteria as deduplication as part of the survivorship configuration. Your existing uniqueness criteria configuration is available as it is on the Survivorship page.
    Source Last Updated Date
    Enables the ability to capture the last updated date for source records.
    You can enable the source last updated date for field groups. By default, the source last updated date field is enabled for root fields.
    You can map the source last updated date field to the root fields and field groups using Business 360 Connector or Business 360 FEP connector. You can map the source last updated date field to the dynamic field groups using Business 360 FEP connector.
    A dynamic field definitions attribute lists all the fields and field groups in a dynamic pool.  When you map the source last updated date to dynamic field groups during ingress, the source last updated date field is automatically enabled. The source last updated check box doesn't appear in the general properties for dynamic field groups but is enabled for dynamic field groups.
    For more information about mappings, see the Target transformation mapping example in the Business 360 Connector or Business 360 FEP Connector help.
    4Click Save.

Configure data quality properties for a field

You can associate data quality rules to the business entity fields to cleanse, standardize, or validate the field values.
    1From the Explore page, find and open a business entity.
    2Select a field from the canvas, and click Data Quality in the properties section.
    You can add basic, advanced, or DaaS rule associations based on the field you select. For more information about adding rule associations, see Configure Data Quality.

Configure search and reports properties for a field

You can configure the search and reports properties for business entity fields.
You can include the fields that you enable as searchable and facetable in the search results layout component. When you disable searchable and facetable properties for a field in a business entity, ensure that the search results layout component doesn't include those fields.
Note: When you create or update a field or a field group for which search and reports properties are configured, ensure that you reindex the records.
    1From the Explore page, find and open a business entity.
    2Select a field from the canvas, and click Search in the properties section.
    3Configure the following search properties:
    4Click Save.

Limits on search and reports properties

When you reach the field limit of a property, you can't enable another field in the business entity. To enable another field, disable one of the currently enabled fields.
You can enable up to 30 reportable fields, 30 searchable fields, 25 facetable fields, and 5 fields for auto suggestions in a business entity.
To extend the field limits of the search and reports properties, contact Informatica Global Customer Support.
If you have any existing business entities that exceed these limits, Informatica has adjusted the limits for those business entities, and you can continue to use your current setting. You can export these business entities without any issues. To import business entities that exceed the limits, ensure that you extend the field limits of the search and report properties.

Calculated fields

Calculated fields indicate that the field values are calculated based on the values of attributes of a business entity or relationship.
For example, Client Site and Location are two related business entities. Opening Date is a field of the Client Site business entity. If you want the earliest opening date of a client site in a location, create a calculated attribute in the Location business entity.
The following table describes field types that can be configured as calculated attributes and the field types that they support:
Field Type
Supported Field Types
Integer
Integer
Double
  • - Integer
  • - Double
Decimal
  • - Integer
  • - Double
Date
  • - Date
  • - Date and Time
Date and Time
Date and Time
Note: You can't use a calculated field in a declarative rule, survivorship configuration, a user-triggered event, and a business application as a display field. You can't assign create, update, and delete privileges to a custom user role for the calculated fields.

Configure attributes to be calculated fields

You can configure integer, double, decimal, date, or date and time attributes to be calculated fields.
Note: Effective in the November 2023 release, the ability to configure attributes to be calculated fields is available for preview.
Preview functionality is supported for evaluation purposes but is unwarranted and is not supported in production environments or any environment that you plan to push to production. Informatica intends to include the preview functionality in an upcoming release for production use, but might choose not to in accordance with changing market or technical circumstances. For more information, contact Informatica Global Customer Support.
    1In the fields panel, expand the Basic Fields section, and double-click the field that you want to configure as a calculated attribute to add it to the canvas.
    2 Specify a display name and an internal ID.
    3 Optionally, specify a description for the field.
    4Select Calculated field.
    The Calculated Field Rule section opens.
    5Click Add.
    6Select one of the following options:
    7If you select A field value from a record related through a business entity record attribute, perform the following steps:
    1. aSelect a business entity.
    2. You can view a list of primary business entities that include at least one attribute of supporting field type and one business entity record field related to the current business entity. For each primary business entity, you can also view a list of secondary business entities based on the other business entity record fields that the primary business entity contains. The secondary business entities also contain at least one attribute of supporting field type.
      The following image shows a list of business entities as related business entities:
      The list of primary business entities shows a primary business entity and a list of secondary business entities based on the other business entity record fields that the primary business entity contains.
      In the preceding sample, an integer field in the Organization business entity is set to be a calculated field. Faculty Rooster is a primary business entity because it contains an integer field and the faculty_org business entity record field that is related to the Organization business entity. Person is a secondary business entity because it contains a double field, and the Faculty Rooster business entity contains the head_of_faculty business entity record field that is related to the Person business entity.
    3. b Select the field that you want to use to calculate values.
    4. cSelect a function to calculate values.
    5. The following table describes the functions:
      Function
      Description
      Maximum
      Calculates the maximum value of the fields.
      Minimum
      Calculates the minimum value of the fields.
      Average
      Calculates the average value of the fields. Applies only to integer, double, and decimal fields.
      Sum
      Calculates the total sum of the fields. Applies only to integer, double, and decimal fields.
      Count
      Calculates the number of records that contain valid values.
    8If you select A field value from a record related through a relationship, perform the following steps:
    1. aSelect a relationship type.
    2. You can view a list of all the relationship types in which the current business entity participates.
    3. bSelect one of the following options:
    4. Option
      Description
      Business entity attribute
      Indicates that you want to use a business entity attribute to calculate values.
      Relationship attribute
      Indicates that you want to use a relationship attribute to calculate values.
    5. cSelect a field that you want to use to calculate values.
    6. You can view all the fields of supporting field types from the other business entity that participates in the relationship type.
    7. dSelect a function to calculate values.
    9Click Save.