Creating a New Entity

The New Entity Wizard provides you with an automated way to create a new business entity and table.

To create a business entity and a new table

  1.  Do one of the following:
    • On the Navigation Bar, click Administration, right- click Entities click New Entity.
      The New Entity Wizard appears.
    • Open the Entity Manager list view, and from the Task Pane, under Entity Tasks, click New Entity.
  2. On the Create Entity screen, complete the following:
    1. In the Display Name box, type a display name for the entity you are creating.
      The Entity Name is automatically populated with the Display Name.
    2. If necessary, click in the Entity Name box and type a name for the new table.
      This field requires valid characters, and prevents you from tabbing out of the field until the invalid characters are removed. The name must start with a capital letter.
  3. Click Next.
  4. On the Primary Relationship screen, do one of the following:
    • If the new entity is not related to an existing entity, clear the Relate to an existing Entity check box and click Next.
    • If the new entity is related to an existing entity, select the Relate to an existing Entity check box.
      1. Click the Related Entity drop-down arrow and select the entity from the list.
      2. Click the Relation Type drop-down arrow and select the type of relationship between the two entities.
        Relationship options are 1:1 - Extension Entity or 1:M - Child Entity.
      3. Click Next.
  5. Click Next.
  6. On the Enter Fields screen, select the new fields for the entity.
    Default fields are automatically created and cannot be edited.
    1. Click AddClosed.
      The Add Field dialog box opens.
    2. Complete the information on the Add Field dialog box.
    3. Repeat steps 6a and 6b until all fields are added.
    4. Click Next.

      To remove a field, in the grid, select the field you want to delete, click DeleteClosed, and then click OK to confirm the deletion.

  7. Click Next to create the entities, table(s), and necessary schema for the entity you created.
  8. When you are prompted that the entities, tables, and schema have been created successfully, click Finish.



What's New in this Release


For a list of new features, see the What's New In This Release topic.

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