Configuring Entity Lists

Objective

After completing this lesson, you will be able to configure an entity list.

Entity Lists

An entity list allows child entities to be displayed on the parent record's detail screen. For example, it can display a producer's addresses on the producer's detail screen. In this example, the producer is the parent entity and the address is the child record. This is particularly useful if the parent entity has multiple child entities, such as if the producer has several addresses.

The following image shows an entity list that displays addresses on a producer record. The same addresses can also be viewed in the Addresses tab, but displaying them in an entity list can make it easier to view all information for the producer on a single screen.

The Producer Master record. An Entity Object displaying the producer’s addresses is highlighted.

Entity list objects can be added in many places in APM. Some common examples include:

Displaying addresses in a producer record.
Displaying education and certification in a producer record.
Displaying a list of policies in a customer record.

Add an Entity List Object to a Form

Steps

Open any master record; for example, to add the address entity list to the producer form, open any producer record.
From the Configure menu, select Screen Layout.
Select the form to edit.
Select the Configure icon under Form Customization.
Drag the entity list object from the list on the left to the spot on the form where it should appear.
Save and close the form editor.

Configure an Entity List

Once an entity list has been added to a form, you can further configure the display. For example, you can add or remove fields displayed in the list. Entity lists can be configured using the Entity Configuration workspace.

To configure an entity list:

Steps

Using the Search option, open the Entity Configuration workspace.
Select the entity list to configure. For example, select the Address.
Select Reopen.
To add a field, find the field under the Banner Fields section and double-click to move it to the Selected Items box.
To remove a field, double-click the field in the Selected Items box to move it to the Available Items box.
Save and Activate the record.

Summary

An Entity List allows child entities to be displayed on the parent record's detail screen.
Examples of the use of entity lists include displaying an address list in a producer record or displaying a list of policies in a customer record.
Once you have added an entity list to a form, you can add or remove displayed fields using the Entity Configuration screen.

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