Informatica® Cloud Business 360 Console

July 2023

Design the User Interface

Informatica Cloud Business 360 Console Design the User Interface
July 2023
© Copyright Informatica LLC 2020, 2023

This software and documentation are provided only under a separate license agreement containing restrictions on use and disclosure. No part of this document may be
reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica LLC.

U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial
computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such,
the use, duplication, disclosure, modification, and adaptation is subject to the restrictions and license terms set forth in the applicable Government contract, and, to the
extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License.

Informatica, Informatica Cloud, Informatica Intelligent Cloud Services, PowerCenter, PowerExchange, and the Informatica logo are trademarks or registered trademarks
of Informatica LLC in the United States and many jurisdictions throughout the world. A current list of Informatica trademarks is available on the web at https://
www.informatica.com/trademarks.html. Other company and product names may be trade names or trademarks of their respective owners.

Portions of this software and/or documentation are subject to copyright held by third parties. Required third party notices are included with the product.

The information in this documentation is subject to change without notice. If you find any problems in this documentation, report them to us at
[email protected].

Informatica products are warranted according to the terms and conditions of the agreements under which they are provided. INFORMATICA PROVIDES THE
INFORMATION IN THIS DOCUMENT "AS IS" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WITHOUT ANY WARRANTIES OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND ANY WARRANTY OR CONDITION OF NON-INFRINGEMENT.

Publication Date: 2023-07-21

Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Intelligent Cloud Services web site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Intelligent Cloud Services Communities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Intelligent Cloud Services Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Intelligent Cloud Services Trust Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Chapter 1: Designing user interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 2: Designing custom pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Sample custom page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Custom page design process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Creating a custom page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Validating a custom page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Editing a custom page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Chapter 3: Configuring components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Component types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Configuring page header. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Configuring a Fields component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Field properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Field group properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Nested field groups in custom pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Configuring a Summary component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Configuring a Source Records component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Configuring the Related Records component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Creating a Hierarchy tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Configuring a Relationship Graph tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Configuring a History component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Configuring a Report component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Configuring a Duration component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Configuring a Profile Tag component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Chapter 4: Configuring applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Add business entities to an application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Assign pages to user roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Page types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Table of Contents 3
 Role-based access for pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Configure search for an application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Create a search results layout component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Validate a search result layout component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Customize the brand. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

4 Table of Contents
Preface
Use Manage Records to manage business entity records in the Supplier 360 SaaS database. Learn how to add
or edit business entity records, and find the records using the search and filter options.

Informatica Resources
Informatica provides you with a range of product resources through the Informatica Network and other online
portals. Use the resources to get the most from your Informatica products and solutions and to learn from
other Informatica users and subject matter experts.

Informatica Documentation
Use the Informatica Documentation Portal to explore an extensive library of documentation for current and
recent product releases. To explore the Documentation Portal, visit https://docs.informatica.com.

If you have questions, comments, or ideas about the product documentation, contact the Informatica
Documentation team at [email protected].

Informatica Intelligent Cloud Services web site

You can access the Informatica Intelligent Cloud Services web site at http://www.informatica.com/cloud.
This site contains information about Informatica Cloud integration services.

Informatica Intelligent Cloud Services Communities

Use the Informatica Intelligent Cloud Services Community to discuss and resolve technical issues. You can
also find technical tips, documentation updates, and answers to frequently asked questions.

To access the Informatica Intelligent Cloud Services Community, see

Master Data Management SaaS Community.

Developers can learn more and share tips at the Cloud Developer community:

https://network.informatica.com/community/informatica-network/products/cloud-integration/cloud-
developers

Informatica Intelligent Cloud Services Marketplace

Visit the Informatica Marketplace to try and buy Data Integration Connectors, templates, and mapplets:

https://marketplace.informatica.com/

5
 Informatica Knowledge Base
Use the Informatica Knowledge Base to find product resources such as how-to articles, best practices, video
tutorials, and answers to frequently asked questions.

To search the Knowledge Base, visit https://search.informatica.com. If you have questions, comments, or
ideas about the Knowledge Base, contact the Informatica Knowledge Base team at
[email protected].

Informatica Intelligent Cloud Services Trust Center

The Informatica Intelligent Cloud Services Trust Center provides information about Informatica security
policies and real-time system availability.

You can access the trust center at https://www.informatica.com/trust-center.html.

Subscribe to the Informatica Intelligent Cloud Services Trust Center to receive upgrade, maintenance, and
incident notifications. The Informatica Intelligent Cloud Services Status page displays the production status
of all the Informatica cloud products. All maintenance updates are posted to this page, and during an outage,
it will have the most current information. To ensure you are notified of updates and outages, you can
subscribe to receive updates for a single component or all Informatica Intelligent Cloud Services
components. Subscribing to all components is the best way to be certain you never miss an update.

To subscribe, on the Informatica Intelligent Cloud Services Status page, click SUBSCRIBE TO UPDATES. You
can choose to receive notifications sent as emails, SMS text messages, webhooks, RSS feeds, or any
combination of the four.

Informatica Global Customer Support

You can contact a Global Support Center through the Informatica Network or by telephone.

To find online support resources on the Informatica Network, click Contact Support in the Informatica
Intelligent Cloud Services Help menu to go to the Cloud Support page. The Cloud Support page includes
system status information and community discussions. Log in to Informatica Network and click Need Help to
find additional resources and to contact Informatica Global Customer Support through email.

The telephone numbers for Informatica Global Customer Support are available from the Informatica web site
at https://www.informatica.com/services-and-training/support-services/contact-us.html.

6 Preface
Chapter 1

Designing user interface

A user interface includes pages, icons, buttons, and other elements that help you interact with your business
application. You can design the user interface based on your business requirements. You can create custom
pages and add the predefined components. The users can view the customized pages when they create or
open a record in the application. You can assign pages to user roles, associate business entities to your
application, and configure search properties and search layouts for your application.

For example, in your business application, you want to view suggestions while searching for a record. When
you open a record, you want to view the record name at the top and view the history of updates. To meet your
requirements, you configure the search properties to enable suggestions. You create a custom page and add
the header component that can contain the record name. You add a new tab to the custom page and add the
history component that displays the change history of the record.

7
Chapter 2

Designing custom pages

You can create and configure custom pages for your application. Assign the custom page to your application
and view the user interface as per your requirement.

You can configure the layout of the page by adding tabs, panels, and sections. You can split each panel into
sections of different sizes. In each panel, you can add components, and select fields and field groups. When
you complete creating your page, assign the page to your application.

Sample custom page

The following image shows a sample custom page:

1. Page Header
2. Page Tab
3. Section
4. Panel Group
5. Field within a section

8
Custom page design process
The following flow chart shows the process of designing a custom page:

Creating a custom page

You can create and design custom pages for your application. You can add one or more tabs, split the page
into sections, and add components. The components differ based on the business entity and page type you
select.

1. Click New > Business Applications > Page > Create.

The Page dialog box appears.
2. Specify the following page properties:

Property Description

Display Name Name of the custom page.

Internal ID A unique page identifier. You cannot change the internal ID after you create the page.

Description Optional. A brief description of the custom page.

Custom page design process 9

 Property Description

Business Entity Business entity for which you want to create the custom page.

Page Type The type of custom page.

Select one of the following page types:
- Create. To create records in your business application.
- View and Edit. To view and edit records in your business application.

Location Project or folder within which you want to save the custom page.

3. Click OK.
A blank page with a panel appears.
4. To split the panel into sections, click the panel, click the down arrow, and select the required option.
The following options are available:
• 1:1:1. Splits into three equal sections.
• 1:1. Splits into two equal sections.
• 2:1. Splits into two sections. The first section is double the size of the second.
• 1:2. Splits into two sections. The first section is half the size of the second.
• 1:2:1. Splits into three sections. The first and the third sections are half the size of the second.
5. On the Page Components tab, drag the required component to a panel or section.
Based on the components you choose, configure the component properties. For more information about
configuring properties, see “Configuring a Fields component” on page 13.
6. To add additional panel, click Add Panel Group.
7. To add a page tab, click Add Page Tab.
8. Specify the following page tab properties.

Property Description

Title Name of the page tab.

Show Title Specifies whether the page tab title is displayed.

Jump To Allows the user to jump to a specific section.

For example, you might want to create a Hierarchy page tab to display hierarchy data of a record. For
more information, see “Creating a Hierarchy tab” on page 22.

After you create the custom page, validate the custom page configuration. For more information, see
“Validating a custom page” on page 11.

10 Chapter 2: Designing custom pages

Validating a custom page
After you create a custom page, you can validate the page to find errors related to the configured fields and
the field properties. Correct the errors, and then save the page.

For example, when you configure a page, if you do not enter a value in a required field, an error appears in the
Validation Errors panel. Correct the error by entering values in the required field.

1. On the custom page, click the Validate icon.

2. If errors appear in the Validation Errors panel, correct the errors.
a. Click an error.
The section that contains the error is highlighted. If there is an error in the properties, the erroneous
field appears on the Properties tab.
b. Correct the error.
3. After you fix all the errors, click Save.

Editing a custom page

You can edit a custom page based on your business needs. Your user role must have the required privileges
to edit the custom page.

1. From the Explore page, find and open a business entity.

2. On the Pages tab, click the name of the custom page that you want to edit.
The custom page appears.
3. Make the required changes, and click Save.

Validating a custom page 11

Chapter 3

Configuring components
The components are the building blocks of the custom page. You can configure components, such as fields,
page header, and history when you create or edit a page.

Component types
In each panel or section of the page, you can add multiple predefined components.

The following table lists all the supported components:

Component Type List of Components

Fixed Components Page Header. Contains data that displays on the header of the page.

Standard Components - Fields. Displays business entity fields and field groups.
- Summary. Displays fields that summarize the record data.
- Source Records. Displays data that is used to create the master records.
- Related Records. Displays records that are associated with a record.
- Hierarchy. Displays hierarchy data of a record.
- History. Displays historical data of a record.
- Relationship Graph. Displays network of relationships of a record.
- Report. Displays a widget through which you can visualize a chart.
- Duration. Displays the duration between the selected fields for a record.
- Profile Tag. Displays data that is used to tag a record profile.

Configuring page header

You can add a header to a custom page to display the field data that you want to highlight for a record.

For example, you are working with a large insurance company that employs numerous insurance agents. The
agents often open customer records to send emails regarding insurance premium. You configure the page
header to display the photo of the customer, customer name, insurance policy number, and email address.
When the agents open a record, they find the required details on the header.

1. On the Components tab, in the Fixed Components section, drag the Page Header component to the page
header section.
2. Select each item in the page header, configure the properties on the Properties tab, and click Apply.

12
 The following table describes the properties of the page header components:

Property Description

Highlighted Field that you want to highlight in page header.

Field For example, you can highlight the full name of a person.

Line 1 Fields Optional. Fields to display in the first line after the highlighted field. You can select a
maximum of 7 fields.
For example, you can display the address of the person.

Line 2 Fields Optional. Fields to display in the second line after the highlighted field. You can select a
maximum of 7 fields.
For example, you can display the electronic address of the person.

Image Optional. Field containing image details for the page header.
For example, you can display the image of the person.

Separator Appears when you configure line 1 fields or line 2 fields. Select one of the following field
separators:
- Pipe
- Comma

Records to Appears when you select fields from a field group for line 1 fields or line 2 fields. A field
Display group might have multiple entries. To display the field data from a particular entry, select a
field and enter its corresponding value.
For example, you select the phone type, phone number, and phone number extension fields as
line 1 fields. These fields belong to the Phone field group that might have multiple entries. To
display the field data from a specific phone entry, select the phone number field, and enter its
corresponding value. The system searches for the value and retrieves data from the phone
entry that contains the phone number you entered.

3. Click Save.

Configuring a Fields component

When you add the Fields component to a custom page, you can add fields and field groups. You can
configure properties for the fields or field groups that you add.

1. On the Page Components tab of a custom page, drag the Fields component to a section.

Configuring a Fields component 13

 2. On the Properties tab, configure the following properties:

Property Description

Title Name of the section.

Show border Specifies whether to display the section border. To display the section
border, select the property.

Enable root field validation Specifies whether to validate data on the root fields when you move the
cursor out of these fields. To validate data on the root fields of this
section, select the property.
By default, the data validation on the root fields is enabled for all the
sections on a page. When you select this property, the system validates
the root fields only in this section.
Note: Effective in the May 2023 release, the ability to validate root fields
within a section is available for preview.
Preview functionality is supported for evaluation purposes but is
unwarranted and is not supported in production environments or any
environment that you plan to push to production. Informatica intends to
include the preview functionality in an upcoming release for production
use, but might choose not to in accordance with changing market or
technical circumstances. For more information, contact Informatica Global
Customer Support.

3. Click Apply.
4. On the canvas, click Add Fields and select the fields or field groups.
5. Click Done.
Ensure that you add all the required root fields and the required fields of the field groups that you select.
To avoid validation errors across sections, add the dependent root fields in one section.
The selected fields and field groups appear in the panel.
6. Select a field or field group, and configure the properties on the Properties tab.
For more information about field properties, see “Field properties” on page 15. For more information
about field group properties, see “Field group properties” on page 16.
7. Click Apply, and then click Save.
The following image shows the configured fields and field groups for a record in Customer 360 SaaS:

14 Chapter 3: Configuring components

Field properties
For each field that you add to a custom page, you can configure the properties.

The following table lists the field properties:

Property Description

Label Display name of the field.

Label Position Optional. Position for the display name to appear.

The following label positions are available:
- Top. The display name appears above the field.
- Side. The display name and the field appear side by side.
Default is Top.

Hide label Optional. Indicates whether to hide the field label. To hide the field label, select the property.

Description Displays the description of the field.

Default Value Optional. Default value of the field.

Tip Text Optional. Additional information about the field.

Width (%) The width of the field. Default is 100%.

Required field Optional. Indicates whether the field is a required field. To configure the field as a required field,
select the property.

Read only Optional. Indicates whether you can edit the field. To configure the field as a non-editable field,
select the property.

Render As User interface element that you want to use for the field. The options vary depending on the
selected field.
The following options are available:
- Text
- Multiline Text Area
- Image
- Drop-down List
- Radio Button
- Check Box
- Date
- Date and Time

Ghost Text Optional. A text that provides guidance for input. This text appears in the text fields, and the user
input replaces it.
For example, the placeholder text for the First Name field can be Enter a first name.

Placeholder Text Optional. A text that provides guidance for input. This text appears in the drop-down lists, and the
user input replaces it.
For example, the placeholder text for the Country drop-down list can be Select a country.

Date Format Available for date fields. Indicates the format of date. Default is MM/DD/YYYY.

Time Format Available for date and time fields. Indicates the format of time. Default is HH:MM.

Clock Format Available for date and time fields. Indicates the format of clock. Default is 24 Hrs.

Configuring a Fields component 15

 Field group properties
For each field group that you add to a custom page, you can configure the properties.

The following table lists the field group properties in the Selection: <Field Group Name> section:

Property Description

Label Display name of the field group.

Description Displays the description of the field group.

Path Hierarchy path of the field group.

Tip Text Optional. Additional information about the field group.

Read only Optional. Indicates whether you can edit the field. To configure the field as a non-editable field, select
the property.

The following table lists the field group properties in the Display Options section:

Property Description

Render As Display style of the fields.

The following options are available:
- Card. The fields display in a card layout.
- List. The fields display in a list format.
- Table. The fields display in a tabular format.
- Form. The fields display in a form layout.
Note: For nested field groups, the List and Form options are available.

Title Field Field to display as the title of the field group. Appears when you select the Render As option as
form or card.

Navigation Style Navigation style of the section.

The following navigation style is available:
- Pagination. Each section displays the specified number of records.

Maximum Maximum number of entries to display in a section.

Records Per For example, the address section contains multiple entries. If you set the value to 6, the section
Page displays a maximum of six entries. The next six entries display in the next section, and so on.

The following table lists the field group properties in the Card Layout section:

Property Description

Title Field Field to display as the title of the card.

Highlight Field Optional. Field to display as a highlighted field of the card.

Cards Per Row Maximum number of cards to display per row. You can display up to 12 cards per row. Default is 3.
Note: The number of cards also depends on how you split a panel. Based on the space that a section
of a panel gets, the section can display one or two cards.

16 Chapter 3: Configuring components

 The following table lists the field group properties in the Line 1 Fields and Line 2 Fields sections:

Property Description

Fields Fields to display in line 1 or line 2 of the card.

Display As Optional. Indicates the arrangement style of the fields.

The following field arrangement options are available:
- Stacked. The fields are stacked vertically as columns.
- Concatenated. The fields are arranged in a series. For example, Name | Age | Gender.

Show field label Optional. Indicates whether to show the field labels. To display the field labels, select the property.

Nested field groups in custom pages

Business entities can contain field groups nested within field groups. Use the fields component to add nested
field groups to a custom page. You can render a nested field group as a form or a list.

If you add nested field groups to custom pages, you can configure properties for each field group level. For
more information about configuring field group properties, see “Field group properties” on page 16.

Based on how you split a panel in a custom page, the number of nested field group levels appears in each
section of the panel.

The following table lists the panel split ratios and the corresponding number of nested field group levels that
you can view for these panels:

Panel Split Ratio Number of Nested Field Group Levels

1:1:1 Three levels in each section.

1:1 Five levels in each section.

2:1 Eight levels in the first section, and three levels in the second section.

1:2 Three levels in the first section, and eight levels in the second section.

1:2:1 Two levels in the first and third section, and five levels in the second section.

Configuring a Summary component

You can use the Summary component to add an overview of your record. By default, the Summary
component includes fields that you can configure to display the overview of a record.

1. On the Page Components tab of a custom page, drag the Summary component to a section.

Configuring a Summary component 17

 2. On the section where you added the Summary component, select the following fields and configure their
properties on the Properties tab:

Field Name Description

Image Field Optional. Field to contain image details for the record.

Header Field Field to use as a header for the Summary component.

Line 1 Field Optional. Fields to appear in the first line after the header field. You can select a maximum of
seven fields.

Line 2 Field Optional. Fields to appear in the second line after the header field. You can select a maximum of
seven fields.

Line 3 Field Optional. Fields to appear in the third line after the header field. You can select a maximum of
seven fields.

Link 1 Field Optional. Field that contains external URLs, such as social media accounts and website.

Link 2 Field Optional. Field that contains external URLs, such as social media accounts and website.

Link 3 Field Optional. Field that contains external URLs, such as social media accounts and website.

You can configure the properties for each field in the Summary component.
The following table lists the properties that you can configure:

Property Description

Field Fields to display the image, header or external URLs.

Fields Fields to appear in the first, second, or third line after the header field.

Label Display name of the field.

Separator Character to separate the field values. Select one of the following field separators:
- Pipe
- Comma
Default is Comma.

3. Click Apply, and then click Save.

The following image shows the Summary component of the record for John in Customer 360 SaaS:

18 Chapter 3: Configuring components

Configuring a Source Records component
The Source Records component displays the source records that contribute to a master record. It also
displays system fields, match pair details, and general information about each source record.

1. On the Page Components tab of a custom page, drag the Source Records component to a section.
2. On the Properties tab, enter a title for the section.
3. Click Apply, and then click Save.
The following image shows the Source Records page with source records that contribute to a master record
in Customer 360 SaaS:

Configuring a Source Records component 19

Configuring the Related Records component
You can configure the Related Records component to display related records of a record. You can also use
the component to relate a record with other records through relationships.

1. On the Page Components tab of a custom page, drag the Related Records component to a section.
2. To display records related by a related record relationship, on the Properties tab, configure the following
properties:

Property Description

Title Display name of the section.

Display Related Indicates the type of related records that you want to display in the component.
Records Added Select one of the following values:
Through - Relationships. Displays the records that are related through relationships.
- A business entity. Displays the records that are related through a business entity record
field of the selected business entity. You can view any business entity that contains
business entity record fields.

Render As Display style of the related records.

Applicable only when you select Relationships.
You can select one of the following options:
- Card. Displays the records in cards.
- Table. Displays the records in a table.

Navigation Style Style to navigate through the records. Use the pagination style.
Applicable only when you select Relationships.
The pagination style displays the specified number of records in each section.

Maximum Records Maximum number of records to display in a section.

Per Page Applicable only when you select Relationships.

Business Entity List of business entity record fields present in the selected business entity.
Record Field Applicable only when you select a business entity.

Hide the business Indicates whether to hide the business entity record field and its related business entity
entity record field field.
Applicable only when you select a business entity.
When you select this option, the component hides the business entity record field to avoid
repetition of the field values. This option also hides the related business entity fields of the
selected business entity record field.

Select Fields to Allows you to select the fields from the related business entity. The component displays
Display the selected fields.
Note: You must select at least one field to display.
Applicable only when you select a business entity.

3. If you click Select Fields to Display, perform the following steps:

a. Select the fields that you want to display.

20 Chapter 3: Configuring components

 b. If you select a business entity record field, optionally, select the fields from the related business
entity fields by using the Secondary Columns field.
c. To configure additional properties for a selected field, select the field from the Related Business
Entity column, and set the following properties:

Property Description

Alias Name for Alternate label for the selected field.

the Field Alternate labels are useful when you add more than two business entity record fields that
are related to the same business entity to the component.
For example, add two business entity lookup fields named Auditor and Primary Care
Physician. Both the fields are related to the Person business entity. When you include
both these fields in the component, if you select to display the Full Name field of the
Person business entity for these fields, the component displays two Full Name values
without any context. You can use the alternate label to differentiate these values.

Link the value Indicates whether to link the field value to its corresponding record.
to record

d. Click OK.
e. To set the order for the fields, move the arrows in the Order column up or down.
f. Click OK.

4. After you configure the component, click Apply.

5. Click Save.
The following image shows the Related Records component of the record for John in Customer 360 SaaS:

Configuring the Related Records component 21

Creating a Hierarchy tab
You can create a page tab to display hierarchy data of a record. You create a page tab, add the Hierarchy
component, and then configure the component properties.

Before you create a hierarchy tab, create a custom page.

1. Click Add Page Tab.

An empty section appears.
2. On the Properties tab, enter Hierarchy, and then click Apply.
The page header displays Hierarchy.
3. Click Page Components.
The standard and fixed components appear.
4. Drag the Hierarchy component to the empty section.
The Hierarchy component appears in the section, and the component properties appear.
5. Optionally, configure the panels to display.
The following table describes the panels that you can configure:

Panels Description

Hierarchy Tree Displays the hierarchies associated with the record. The Hierarchy Tree panel displays the
visualization of hierarchy relationships between records in a hierarchy.

Hierarchy Tree Displays the hierarchies associated with the record. For each associated hierarchy, two
and Related panels appear: the Hierarchy Tree and Related Records panels.
Records The Hierarchy Tree panel displays the visualization of hierarchy relationships between
records in a hierarchy. The Related Records panel displays the parent and child relationship
details of the record selected in the Hierarchy Tree panel.

Hierarchy List Displays the hierarchies associated with the record. For each associated hierarchy, two
and Hierarchy panels appear: the Hierarchy List and Hierarchy Tree panels. These are the default panels.
Tree The Hierarchy List panel displays a list of the hierarchies associated with the record grouped
by hierarchy model. The Hierarchy Tree panel displays the visualization of hierarchy
relationships between records in a hierarchy.

The following image shows an example Hierarchy component with the hierarchy tree and related records
panels in Supplier 360 SaaS:

6. Optionally, if you enabled the Hierarchy Tree and Related Records panels, configure the hierarchy
relationships to show in the Related Records panel.

22 Chapter 3: Configuring components

 The following table describes the hierarchy relationships that you can configure:

Option Description

Parent Records Show the parent records for the record selected in the Hierarchy Tree panel.

Child Records Show the child records for the record selected in the Hierarchy Tree panel.

Configure the hierarchy settings to indicate whether users can assign records to parent nodes or control
the nodes that they view. You can also configure which nodes to show in the hierarchy. The following
table describes the hierarchy settings that you can configure:

Option Description

Display Show Indicates whether to display the Show More and Show Less buttons on the Hierarchy tab.
More/Show Less The Show More button displays the complete hierarchy. The Show Less button displays
only the first-level nodes in the hierarchy.

Allow assigning Indicates whether to display the Assign button on the Hierarchy tab. If you select this
record option, users can assign records to parent nodes in a hierarchy.

Configuring a Relationship Graph tab

You can configure a Relationship Graphs tab to visualize and explore the relationships of a record. You create
a page tab, add the Relationship Graph component, and then configure the component properties.

Before you configure a relationship graph tab, create a custom page.

1. Click Add Page Tab.

An empty section appears.
2. On the Properties tab, enter Relationship Graph in the Title field, and then click Apply.
The page displays the Relationship Graph tab.
3. Click the Page Components tab.
The standard and fixed components appear.
4. Drag the Relationship Graph component to the empty section.
The Relationship Graph component appears in the section, and the component properties appear.
5. Optionally, configure the panels to display.
The following table describes the panels that you can configure:

Panels Description

Relationship Graph Displays the relationships associated with the record. The Relationship Graph panel
only displays the visualization of related records.

Configuring a Relationship Graph tab 23

 Panels Description

Relationship Graph Displays the relationships associated with the record. For each relationship, two panels
and Properties appear: the Relationhip Graph and Properties panels.
The Relationship Graph panel displays the visualization of related records. The Properties
panel displays the relationship details of the record selected, including the primary
relationship attributes, in the Relationship Graph panel. You can sort and filter relationship
attributes in the Properties panel.

The following image shows an example Relationship Graph component in Supplier 360 SaaS:

6. Optionally, enter the maximum number of relationships you want to progressively display as users
expand nodes on the graph.

Configuring a History component

The History component displays the changes made to a record in a chronological order. The users can use
the historical data to track the changes made to the record at any point in time through out its lifespan.

1. On the Page Components tab of a custom page, drag the History component to a section.
2. On the Properties tab, enter a title for the section.
3. Click Apply, and then click Save.
The following image shows the history of changes of a record in Customer 360 SaaS:

24 Chapter 3: Configuring components

Configuring a Report component
The Report component visualises the report data of the individual records. The users can add multiple
widgets to display data as charts.

1. On the Page Components tab of a custom page, drag the Report component to a section.
2. Click Save.
The following image shows the Report component of the record for John in Customer 360 SaaS:

Configuring a Duration component

You can use the Duration component to display how long an attribute of a record exists. The duration
component displays years, months, and days in circular counters. For example, you can use the duration
component to calculate the duration of time left for a software license to expire or a subscription period to
end.

1. On the Page Components tab of a custom page, drag the Duration component to a section.

Configuring a Report component 25

 2. On the Properties tab, configure the following properties:

Property Description

Title Display name of the section.

Start Date Field containing the start date to calculate the duration.

End Date Field containing the end date to calculate the duration.

Color Background color for the circular counters.

3. Click Apply, and then click Save.

The following image shows the Duration component of the record for John in Customer 360 SaaS:

Configuring a Profile Tag component

You can use the Profile Tag component to highlight the important aspects of a record. For example, you can
highlight the account type of a record, such as Platinum, Diamond, or Silver. You can also configure the
colors and icons for the field you choose to display in the Profile Tag component.

1. On the Page Components tab of a custom page, drag the Profile Tag component to a section.
2. On the Properties tab, configure the following properties:

Property Description

Field Field that contains tag values.

Icon Icon to represent the tag.

Color Background color for the tag value.

3. Click Apply, and then click Save.

The following image shows the Profile Tag component of the record for John in Customer 360 SaaS:

26 Chapter 3: Configuring components

Configuring a Profile Tag component 27
Chapter 4

Configuring applications
You can configure your business application based on your business requirements. For example, you can add
business entities and custom pages, and configure search properties.

Add business entities to an application

You can add business entities and configure the display fields for each business entity. The values of the
selected display fields appear in the left navigation bar when you open a record. You can view the list of
components, such as search box, notifications, and tabs, that are enabled for the application. The enabled
components appear on the application header and left navigation bar.

1. On the Explore page, find and open the business application.

The Model tab appears.
2. In the Business Entities section, click Add Application Asset.
A blank row appears.
3. To add a business entity to the business application, click the asset picker.
The Select an Asset dialog box appears.
4. Select a business entity, and click Select.
The selected business entity appears in the row.
5. Select the display fields that a record can display in the left navigation bar when you open the record,
and click Done.
6. To remove an associated business entity, hover over a row, and click Delete.
7. Click Save.

Assign pages to user roles

You can assign pages to the user roles defined for your application. You can assign different pages for
different roles. The users can view the business application interface based on the pages assigned to the
user roles.

1. From the Explore page, open the business application.

2. On the Pages tab, click Refresh to load the latest assets.

28
 3. Select a business entity.
The list of pages associated with the business entity appear.
4. On the Create tab, click Add Page.
A blank row appears.
5. To add a page, click the asset picker.
The Select a page dialog box appears.
6. Select a page, and click Select.
The selected page appears in the row.
7. To assign user roles to the page, click the down arrow and select one or more user roles.
8. Click Save.
9. On the View and Edit tab, repeat the steps 4 to 8.
10. To reorder the pages in the list, drag a row to the required level.
When you assign multiple roles to a user, and assign different pages to each user role, the page that lists
on top of other pages assigned to the user role or user appears.
For more information about how user roles can control access to pages, see “Role-based access for
pages” on page 29.

Page types
Based on your data model and business needs, you can use different types of pages in your application. You
can use a page to create records and another page to view and edit records.

You can use the following types of pages:

• Predefined. A page that contains all the fields of a predefined business entity. You can use the predefined
Create page to create records, and the predefined View and Edit page to view and edit records. If you
disable a field in a business entity, the field doesn't appear on the predefined page when you create, view,
and edit records in a business application. The name of a predefined page has the suffix _OOTB. For
example, the name of the predefined page to create records for the Person business entity is
Person_Create_Page_OOTB.
• Autogenerated. A page that the system generates when you create, view, and edit a record. An
autogenerated page contains all the fields that you enable for the business entity. When you start creating
a record, the system generates a Create page. After you submit the record, the system generates a page
that you can use to view and edit records. By default, the autogenerated pages are assigned to all the
users in the organization. You can't edit an autogenerated page. The name of an autogenerated page has
the suffix _Autogenerated. For example, Person_Create_Page_Autogenerated.
• Custom. A page that you define. You can configure a page with tabs, panels, sections, and fields.

Note: If you customize a predefined business entity with additional fields or field groups, use an
autogenerated page or a custom page to include the additional fields or field groups.

Role-based access for pages

Based on your business needs, you can assign pages to different user roles. You can use different pages for
creating records and for viewing and editing records. The users see the pages assigned to their user roles.

When you do not assign any page to a user role for a business entity, the business application displays the
following pages for the user role:

• To create records. An autogenerated page appears.

Assign pages to user roles 29

 • To view and edit records. An autogenerated page appears if custom pages are not available for the
business entity. If an unassigned custom page is available for the business entity, the unassigned page
appears. If multiple unassigned pages are available for the business entity, the first listed unassigned
page appears.
When you assign multiple roles to a user, and assign different pages to each user role, the page that lists on
top of other pages assigned to the user role or user appears.

Note: After you upgrade your business application to May 2021 release, the last assigned pages continue to
appear for a user. After you assign a page to a user role, the role-based access becomes effective for the
pages.

Configure search for an application

You can configure the search properties, such as search suggestions and search history, for an application.
For example, you can configure the number of previous searches to display when you click the search box.

Based on your business needs, you can assign the search result layout components to the user roles defined
for your application. You can view the search results of the business entities in your application based on the
search layout components assigned to the user roles.

1. From the Explore page, find and open the business application.
2. On the Search tab, configure the following properties:

Property Description

Suggestions Indicates whether to suggest search terms when the users type a search term.
Default is Enabled.

Minimum Characters to Minimum number of characters required to suggest search terms. Default is 5.
Trigger Suggestions

Maximum Number of Maximum number of terms to suggest. Default is 10.

Suggestions

Search History Indicates whether search history is enabled. Default is Disabled.

Number of Previous Maximum number of previous searches to display. Default is 5.

Searches

Results Per Page Search results per page. Default is 25.

Similar Records Indicates whether to display similar records when you create a new record. Default
is Enabled.

3. To assign a search result layout component to user roles, perform the following steps:
a. In the Search Result Layouts section, select a business entity type.
The list of search result layout components defined for the selected business entity appear.
b. Click the Add Page icon.
A blank row appears.

30 Chapter 4: Configuring applications

 c. To add a search result layout component, click the asset picker.
The Select a component dialog box appears.
d. Select a search result layout component and click Select.
The selected search result layout component appears in the list.
e. Click on the search result layout component row and select one or more user roles to the selected
search result layout component.
f. To reorder the search result layout components in the list, drag and drop a row to the required level.
4. Click Save.

Create a search results layout component

You can configure search results layout components for the business entities based on your business needs
and assign them to the user roles defined in your application. Each search result in the application displays
the field values based on the search results layout components assigned to a user role.

1. Click New > Business Applications > Component > Create.

The Component Layout dialog box appears.
2. Specify the following component fields:

Field Description

Component Type Type of component that you want to create. Select Search Result Layout.

Display Name Name of the search results layout component.

Internal ID Unique identifier of the component which is generated based on the display name that you
enter. You cannot change the internal ID after you create the component.

Description Optional. A brief description of the search results layout component.

Business Entity Business entity for which you want to create the search results layout component.

Location Project or folder within which you want to save the search results layout component.

3. Click OK.
A blank layout with some fields appears.
4. Select Facets to configure the display of facetable fields in the search results.
You can select one of the following options:
• All Facetable Fields. All the facetable fields appear in the search results. By default, this option is
selected.
• Selected Facetable Fields. Select the fields that you want to appear as facets in the search results
from the Fields list.
5. Select each field, configure the properties on the Properties tab, and click Apply.

Configure search for an application 31

 The following table describes the properties of the fields in the component:

Property Description

Title Field Title of the search results layout component.

Fields List of searchable or facetable fields that you can select to display in the search results.
For field groups, you can configure rules to specify the entries to display in a search results
layout component.
For example, if you want to display only the home address in search result, configure a rule
for the address field group with home as the preferred value for the address line field.

Separator Character to separate the field values.

Select one of the following field separators:
- Pipe
- Comma
Default is Comma.

6. To display only the specific field values in a field group, select the field group and configure rules.
You can select any field in the field group as the criteria and enter the field values that you want to
display.
By default, rule contains equals operator that searches for a matching value and displays the values for
the records in the search results.
Note: You can configure rules only for the text fields.
7. Click Save.
After you create the search results layout component, validate the component configuration. For more
information, see “Validate a search result layout component” on page 32.

Validate a search result layout component

After you create a search result layout component, you can validate the component to find errors related to
the configured fields and the field properties. Correct the errors, and then save the component.

For example, when you configure the component, if you do not enter a value in a required field, an error
appears in the Validation Errors panel. Correct the error by entering values in the required field.

1. On the search result layout component, click the Validate icon.

2. If errors appear in the Validation Errors panel, correct the errors.
a. Click an error.
The section that contains the error is highlighted. If there is an error in the properties, the erroneous
field appears on the Properties tab.
b. Correct the error.
3. After you fix all the errors, click Save.

32 Chapter 4: Configuring applications

Customize the brand
You can customize the logo and favicon that appear on your business application.

Use Administrator to configure custom branding for your parent organization and apply them to your sub-
organizations. You can also configure custom branding for each sub-organization.

To change the branding, you must have the Custom Logo & Color Themes license. For more information
about licenses, see Licenses in the Administrator help.

Use PNG, JPG, and GIF formats for the custom logo, and PNG format for the favicon.

For more information about configuring the custom branding, see

Configuring custom branding for an organization in the Administrator help. For more information about the
logo and favicon guidelines, see Logo and favicon guidelines in the Administrator help.

The branding settings do not apply to notifications, tooltips, custom components, and the following user
interface screens:

• File Import
• My Jobs
• Reports
• Source Records

Customize the brand 33

Index

I system status 6

Informatica Global Customer Support

contact information 6
Informatica Intelligent Cloud Services
T
web site 5 trust site
description 6

M U
maintenance outages 6
upgrade notifications 6

R W
relationship graph
configuring 23 web site 5
creating 23
page 23

S
status
Informatica Intelligent Cloud Services 6

34