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. Execute one of these steps:
    • On the Navigation Bar, click Administration. Right-click Entities and click New Entity. The New Entity Wizard is displayed.
    • Open the Entity Manager List view, and from the Task Pane, under Entity Tasks, click New Entity.
  2. On the Create Entity page, specify this information:
    Display Name
    A display name for the entity you create. This value is populated in the Entity Name field.
    Entity Name
    A new name for the new table. You can specify this value only if required.
    Note: 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 page, execute one of these steps:
    • If the new entity is not related to an existing entity, clear the Relate to an existing Entity field and click Next.
    • If the new entity is related to an existing entity, select the Relate to an existing Entity field.
      1. From the Related Entity field, select the entity.
      2. From the Relation Type field, 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 page, select the new fields for the entity. The default fields are automatically created and cannot be modified.
    1. Click add.png (Add).
      The Add Field window is displayed.
    2. Specify the information in the Add Field window.
    3. Repeat steps 6a and 6b to add all fields.
    4. Click Next.
      Note: To remove a field in the grid, select the field, click Delete and 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.