How to update a data record in an entity - 6.5

Talend MDM Web User Interface User Guide

EnrichVersion
6.5
EnrichProdName
Talend Data Fabric
Talend MDM Platform
Talend Open Studio for MDM
task
Data Governance
EnrichPlatform
Talend MDM Web UI

The following describes how to update a master data record in an entity.

Prerequisite(s):

  • The MDM server is already launched.

  • You have been assigned a role with the appropriate user authorization and access rights. For further information, see Security.

  • At least one view has been created in Talend Studio. For further information, see the Talend Studio User Guide.

  • Make sure you have selected the data container that holds the master data you want to manage and the data model against which the master data will be validated. For further information, see Accessing data containers and data models.

  1. Follow the steps outlined in How to search entities in the selected data container to list the records of interest in the [Master Data Browser] page.

    The page always opens on the entity list where the first record in the list is selected by default and its details show in the panel to the right.

    Note

    The number of the records displayed in the page depends on what you have already defined in the Lines/page box in a previous search. Change the number in the box according to your needs and then restart your advanced search to display the desired number of records in the page. This number will be retained every time you try to browse data records in the repository (MDM hub).

  2. In the record list, click the data record you want to update.

    All the viewable attributes pertaining to the data record appear in the panel to the right:

    Warning

    If a smart view Process has been created for the business entity holding the record, the record detail will open in an HTML representation. For further information, see How to open a master data record in an entity.

    Note

    All the viewable attributes associated with the open data record are based on the access rights of the role assigned to you by the administrator/manager.

  3. Edit any of the modifiable attributes according to your needs.

    You can also update a record through a row editor if you right-click it in the record list and select Edit Item with Row Editor.

    Note

    The foreign key field supports the auto suggest function. Whenever you enter a string, a list of "suggestions" will be displayed accordingly, from which you can select the desired value.

    Note

    If you try to update a data record that has been modified by somebody else after you have retrieved it from the database, a warning message is displayed to warn you that saving your modifications will overwrite the other user's changes.

  4. If required, click any of the tabs that represent foreign key relationships to open the corresponding view and modify the relationship directly from there.

Consider, for example, that you want to update the publisher to which the book is attached through a foreign key. In this example, a foreign key has been defined in Talend Studio to link the Product and Family entities together. In such a case, two tabs are displayed in the detail panel to the right.

  1. In the [Master Data Browser] page, click the Family tab in the view to the right.

  2. In this view, you can modify the foreign key information as required.

    Click the first column of the record directly to make the foreign key field editable. Since it supports the auto suggest function, whenever you enter a string, a list of "suggestions" will be displayed accordingly. Then, you can select the desired value from the list. Once you have made your choice, click the Save button to save your changes. In this example, select Lonely Planet.

    You can also right-click a record and select Edit Item with Row Editor to make the foreign key field editable.

    Alternatively, you can choose the desired foreign key from a list of existing foreign keys. To do so, click to open the [Select the related record] dialog box.

    Note

    If the Set the Foreign Key Info annotation is added to the specified attribute in Talend Studio when defining the data model, items will be ordered alphabetically in the open foreign key list. If not, items will be ordered by creation date. For further information, see the Talend Studio User Guide.

    Note

    If the Set the foreign key filter annotation is added to the specified attribute in Talend Studio when defining the corresponding data model, you can filter the foreign key values displayed in the list. For further information, see the Talend Studio User Guide.

  3. If the foreign key belongs to an entity of a base complex type that is extended by other complex types, the Select a Type list will show the base complex type and the extended complex types as well. For more information, see the section about how to use inheritance and polymorphism with entities in Talend Studio User Guide.

    Suppose in Talend Studio, you have a data model which contains the following entities: Company, Individual, Party and NewProduct, and you have defined inheritance types where Individual and Company both extend Party. In the NewProduct entity, you have defined the supplier attribute as the foreign key that points to the Party entity. As a result, this foreign key can also point to Individual or Company since both extend Party, and it acts as a polymorphic foreign key.

    In this case, when you create a data record for the NewProduct entity and click the icon, the Select a Type list allows you to choose any of the extended types you defined in Talend Studio.

  4. Double-click the name of the publisher with which you want to associate the book. The dialog box closes and the Family field is updated with the selected foreign key.

    The related family (foreign key) information in the selected data record has been modified accordingly.

    If needed, in the Family view, you can also click the button to create a new foreign key, a publisher in this example. After entering the required information to create the foreign key, click Save or Save and close to save your changes. The newly created publisher (foreign key) will be directly associated with the currently selected data record.

    If the foreign key element is rendered in the main tab, you can click the button to add a new foreign key or click the button to add an occurrence first and then add a new foreign key. The newly created foreign key will be directly associated with the record.

    Note

    The foreign key field supports the auto suggest function. Whenever you enter a string, a list of "suggestions" will be displayed accordingly, from which you can select the desired value.

    Note

    If the maximum number of occurrences of the foreign key element have been reached, the newly created foreign key will not be associated with the selected data record directly.

  5. In the Family view, click the icon to open the detail of the related family.

  6. If required, edit any of the modifiable attributes from this view.

  7. Click Save or Save and close.

  8. Click any of the breadcrumbs that appear horizontally across the top of the view to open the record details or any of the foreign key details.

Note

If you click Duplicate on the toolbar, a new data record is created which is identical to the open one except for the ID value. You can make modifications to the listed attributes and save these modifications to create a new data record. For further information on how to create a new data record, see How to add a new data record to an entity.