Create
- 21 Feb 2023
- 3 読む分
- 印刷する
- 闇光
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Create
- 更新日 21 Feb 2023
- 3 読む分
- 印刷する
- 闇光
- PDF
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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:
Log in to the DL Asset Track™ platform Operator account.
Click on the Business Entity page on the left Navigation Panel.
Business Entity
- 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.
Add Business Entity
- If required, click on the Expand icon to maximize the Create page and Collapse icon to restore the Create Page.
Create page - Expand icon
Create page - Collapse icon
- On Create Page, enter the Business Entity details:
- Name - Business Entity Name
- Identifier - To identify the Business Entities
- 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.
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.
- 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 (*).
- Select the required Master Table(s) by clicking on the respective checkboxes or Select All to select all the Master Tables.
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.
- 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.
Download or Upload
Next, click the arrow on the right side of the Master Table to add conditions to the Master Table.
Select a Column name from the drop-down and enter a Column value for the selected column name.
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.
- Click + Add More to add more conditions.
Create page - Add more columns option
Click the Cross (X) icon on the right to delete the condition applied for a particular column.
Check the Create Another checkbox to stay on the Create page if required to create more business entities.
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 Another and Retain Data Checkboxes
- 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.
Success notification
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