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    • 21 Feb 2023
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    Contenu

    Create

    • Mis à jour le 21 Feb 2023
    • 3 Minutes à lire
    • Impression
    • Sombre
      Lumière
    • PDF
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    Résumé de l’article

    When a particular workflow is created, it requires data to flow across various departments in a company or to a company's clients. The departments or clients in this scenario are Business Entities. The Business Entity page lets the Operator add Business Entities and provide authority on how much data can be visible to them.

    Create

    To create a Business Entity on the DL Asset Track™ platform, follow the steps listed below:

    1. Log in to the DL Asset Track™ platform Operator account.

    2. Click on the Business Entity page on the left Navigation Panel.

    Create_Business Entity.png

    Business Entity

    1. Click on + Business Entity at the top right corner of the screen.

    The + Business Entity tab appears at the center of the screen, if no Business Entity has been added.

    Create_Business Entity - Create.png

    Add Business Entity

    1. If required, click on the Expand icon to maximize the Create page and Collapse icon to restore the Create Page.

    Create_Collapse Create Window.png

    Create page - Expand icon

    Create_Expand Create Window .png

    Create page - Collapse icon

    1. On Create Page, enter the Business Entity details:
      1. Name - Business Entity Name
      2. Identifier - To identify the Business Entities
      3. Description - Description of the Business Entity

    Name can be a mix of characters, numbers, and special characters. The character limit for the Business Entity name is 50.

    The description can be a mix of characters, numbers, and special characters as per your requirements. The character limit for the Business Entity description field is 2000. Description textarea box is stretchable, to enhance the view of the detailed description.

    Create_Business Entity Create Window .png

    Business Entity Create page

    The identifier is used to identify the Business Entities uniquely. They can be used as a filter or as a validation to ensure that data visibility and privacy are maintained while viewing data from a Master Table.

    For instance, if Company A and Company B both have data under the same master table, with the help of identifier user can configure the platform to ensure that Company A and Company B can only see their respective data. This id identifier is not visible to the end user.

    1. Click Next to move to the Master Table section of Create page.

    The Next option is enabled once all the mandatory fields are entered. Mandatory fields are denoted using the asterisk (*).

    1. Select the required Master Table(s) by clicking on the respective checkboxes or Select All to select all the Master Tables.

    Create_Master Table Section .png

    Master Table section

    The search box at the top right allows you to search for a specific master table.

    The Business Entity will have access to only the selected Master Tables on the platform to ensure data privacy.

    1. Click Download or Upload.

    Business Entities can use the Download or Upload buttons to download the content of the Master Table or upload new content to it.

    Create_Download or Upload .png

    Download or Upload

    1. Next, click the arrow on the right side of the Master Table to add conditions to the Master Table.

    2. Select a Column name from the drop-down and enter a Column value for the selected column name.

    Create_Create form Window - Column Value Selection.png

    Create page - Column Value selection

    Business Entity will only be able to see those particular rows whose column names and column values are entered from the Master Table. You can add single or multiple columns and provide value as per your convenience to these columns.

    1. Click + Add More to add more conditions.

    Create_Create form window- Add More Option.png

    Create page - Add more columns option

    1. Click the Cross (X) icon on the right to delete the condition applied for a particular column.

    2. Check the Create Another checkbox to stay on the Create page if required to create more business entities.

    3. Check the Retain Data checkbox to retain the current data for the next business entity to be created.

    To enable Retain Data checkbox, Create Another checkbox should be checked.

    Create_Create Another and Retain Data Checkboxes .png

    Create Another and Retain Data Checkboxes

    1. Click Save to create a new Business Entity.

    The Save option is enabled once all the mandatory fields are entered. Mandatory fields are denoted using the asterisk (*).

    Once saved, a notification appears “Business Entity has been created successfully” at the bottom left of the screen.

    Create_ Success Notification.png

    Success notification

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