Modifying an entity

Use the Edit Entity window to view or modify information for a selected entity.

To modify an entity:

  1. Click Administration and click Entities to view the Entity Manager, and click the entity Name on the Navigation Bar.
  2. Modify any of the following:
    Display Name
    The entity name you require to be displayed in the application.
    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 displays as the entity 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 do not have a one-to-one relations ship with another entity, clear the Is Extension field.
  3. Select or clear any of these Advanced Options:
    Import
    Indicates if the entity can be imported or not.
    Match
    Indicates if the entity contains match criteria for an import or not.
    Bulk Update
    Indicates if the entity can be updated as part of a bulk action or not.
    Audited
    Indicates if the changes are being tracked for the field or not.
  4. Click OK.
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