Create and Delete Records
Records created directly in the MDM Web App are authored records, and you can create them only for entities with authoring enabled in the model configuration.
This page explains how to create and delete authored records, including related records. See also Types of Data and Creating a Master Data Layer Model.
Create a master record
To create an authored record:
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Open the entity listing and select Create.
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Enter the values in the main section of the record. The record ID is generated and can’t be edited.
To create a related record at the same time, see Create a related record.
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Publish the task or move it to the next workflow step. See Resolve Tasks.
Create a related record
You can create a related record while creating the master record or at any point later.
To create a related record:
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Open the record and select Edit.
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In the section of the related entity, for example, Addresses or Contacts, select the plus sign.
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Enter the values in the side panel.
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Close the side panel. The record appears in the section of its entity.
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Publish the task or move it to the next workflow step. See Resolve Tasks.
To remove a related record before publishing, hover over it and select Remove record in its three-dot menu.
Delete authored records
| Deleting an authored parent record deletes its related records as well. |
To delete an authored record:
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Open the record and select Edit.
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In the three-dot menu next to Edit, select Remove record.
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Publish the task or move it to the next workflow step. See Resolve Tasks.
To undo the removal before the task is published, start editing the record and select Undo deletion in the three-dot menu.
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