Defining the way records and attributes are displayed

Configure the way information is displayed in the master data explorer and search results for different record types and attribute types.

By default, Master Data Management defines the way records and attributes are shown in the Explore tab and search results. You can customize these views to meet your organization’s requirements.

Depending on your user permissions, you can either change the global view settings, your personal view settings, or both. The global settings are the default view settings for each user of this Master Data Management service instance.

For record types, you can control:

  • The label for records of this type.
  • Which attributes to show as columns in search results.
  • What attributes are shown in the summary view of a record or entity.
  • Groupings of attributes that are displayed together.
  • Related attributes, including from other record types.

For attribute types, you can control:

  • Whether attributes of this type are displayed simply by attribute label or if all of its fields are shown.
  • The appearance and content of the attribute label.
  • Which fields are shown in detailed views of the attribute.

Configuring the way records and attributes are displayed

To configure how records and attributes are displayed on the screen:

  1. From the master data home page, click Search master data and then go to the Settings tab.
  2. In the navigation panel, choose whether you want to change record types or attribute types in either global or personal settings.

    To enable your personal settings, select either Record types or Attribute types under the Your settings heading. Click Activate to start using your settings instead of the global settings.

    If you deactivate your personal settings to use the global settings instead, your personal settings will be lost and you will need to reconfigure them if you decide to switch back.

  3. Edit the view settings for:

Editing the view settings for record types

(: #view-rec-type)

To edit the view settings for record types:

  1. In the navigation panel, click Record types, then choose the record type you wish to define view settings for.
  2. Choose what setting you want to modify:

    • Label: The title label for records of this type. In certain views, this is a shorthand label that identifies a record or entity of this type. Select an attribute, then click + to add fields or spacers to the label.

    • Search results: Select the attributes to show as columns in search results for this type of record. Use the arrows to change the column order.

    • Summary: Select the attributes to show on the Summary view for records and entities of this type. You can include up to eight attributes.

    • Attribute groups: Create groupings of attributes that will be shown together when you view the details of a record or entity of this type.

    • Related information: Create sections of related information to be shown when you view the details of a record or entity of this type.

  3. Click Save.

Editing the view settings for attribute types

(: #view-attr-type)

To edit the view settings for attribute types:

  1. In the navigation panel, click Attribute types, then choose the attribute type you wish to define view settings for.
  2. Choose what setting you want to modify:

    • Display mode: Define how attributes of this type display in tables or detail panels.

    • Attribute label: Define up to five lines of formatted text to display when viewing attributes of this type in a condensed format. Click + to add fields or spacers.

    • Field settings: Select which fields should show when displaying as separate fields.

  3. Click Save.