Editing an Entity

Use the Edit Entity dialog box to view or edit information for a selected entity.

To edit an entity:

  1. On the Navigation Bar, click Administration, click Entities to open the Entity Manager, and then click the entity Name.
  2. Edit any of the following:
    Display Name
    The entity name you want to be displayed in the Infor CRM SLX.
    Display Plural Name
    The plural form of the display name.
    Title
    The string value that can be used to represent the entity. For example the string value that appears as the entity's Detail view title, like 'Contact'.
    Is Extension
    Indicate if the entity has a one-to-one (1:1) relationship with another entity.
    • If the entity has a one-to-one relationship with another entity, select the Is Extension field and select the related entity from the list.
    • If the entity does not have a one-to-one relations ship with another entity, clear the Is Extension field.
  3. Select or clear any of the following Advanced Options:
    Import
    Indicates whether or not the entity can be imported.
    Match
    Indicates whether or not the entity contains match criteria for an import.
    Bulk Update
    Indicates whether or not the entity can be updated as part of a bulk action.
    Audited
    Indicates whether or not changes are being tracked for the field.
  4. Click OK.
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