The entity manager allows you to manage and manipulate entities within the system. Once you select an entity from the search results, the entity opens and the entity manager provides a set of functions and methods that enable users to perform various operations on entities.
The entity manager is made up of three main components:
- Entity header
- Entity tabs
- Entity details area
Watch this video to learn how to navigate and utilize the different features of the Entity Manager.
Video Summary
This video provides a step-by-step guide on how to navigate the entity manager. An overview of the different areas, features, icons, and buttons are described in the following table.
| Entity Layout | Description |
|---|---|
| Entity Header | The Entity Header provides immediate entity information. It contains primary information such as title, description, respective entity status, and additional entity specific information, such as the average rating for items. Common fields across all the entities include the following.
|
| Header Actions | Depending on the entity and the permissions granted to the Administrator, the header actions display the relevant actions that the administrator can take against the entity. For instance, if the entity is an item, then one of the header actions displays the Assign action. |
| Entity Tabs | The entity related tabs of each of the nine major entities are displayed across the top of the entity detail area. Availability of an entity related tab depends on the permissions (formerly known as workflows) granted to an administrator. Upon accessing an entity, the entity details tab (Summary tab) is the default landing tab. Note NOTE: Your Admin role determines whether you can view or edit each entity. All other entity tabs will render as view only. If an administrator has permission to edit an entity detail field, the "pencil icon" is available. |
| Entity Detail area | This is a central area where the Administrator can perform multiple tasks such as create, edit, and manage an entity. The entity detail area renders specific fields, settings, and functions based on the entity tab that is selected. Note NOTE: The date, time, and number patterns that are shown in an empty field are configured as part of each locale’s patterns. |
| Localized Fields | Fields that are localized, such as item title or description, have a globe icon next to them. Select the icon next to the field and enter a value for the field in each of the languages the customer is using. |
| Entity Footer | The Save and Cancel actions are available for the Administrator to save or cancel the information they enter. |
Entity Tabs Drop-Down | This dropdown displays a complete menu of the entity tabs per entity. When an entity is selected, the header toolbar displays a list of possible actions that may be performed on the selected entity. |
Push-pin icon | This is located below the entity header. The Push-Pin icon pins the entity header, making it static, so an Administrator can scroll to view the data that is on the entity detail area, while the header remains visible. |
Caret-Arrow icon | This is located next to the Push-Pin icon. The Caret Arrow icon shows or hides a portion of the entity header. |
Entity Table Layouts
Depending on the entity and the selected entity tab, there may be other entities or other data associated to the current entity. This data may be presented in a table format. The functions available via the table toolbar are specific to the related entity tab.
- Table Title
Displays the entity tab title followed by the number of associations tied to the entity in parentheses. Example: If the Classes tab menu is selected and there are 14 associated classes, the table title would display as "Classes (14)".
- Table Toolbar
The Table Toolbar contains functions that are relevant to the tab that it is associated with. The specific functions available may vary depending on the permissions granted to the administrator. Some of the functions that may be included are Add, Copy, Edit, Remove, Sort, and Grouping.
- Dollar sign icon
This icon is specific to the Library (Catalog) entity tab within the item entity. It displays the Change Library Price dialog window when selected.
- Table Column Header
Displays the column title for each of the columns. It expands and collapses to show all the supported tabs when full screen is selected/deselected.
- Table Row
Each data is displayed from a row. All the rows become editable when the Pencil icon is selected.
- Navigate Function
This is available in the form of an angle bracket for each data row. On selection, it navigates directly to the selected entity's detail area. This function is only available to administrators who have permission (workflow) to the corresponding entity.
