Help Document
Creating And Editing Entities

    CREATING AND EDITING ENTITIES

    Administrators can create and edit Entities that will record data in database tables.

    Requirements

    To create and edit Entities, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO CREATE ENTITIES:

    1. In the Setup Home page, click Create > Entities.
    2. Click New.
    3. Select the Entity type you want to create. See About Magentrix Entities for more information regarding Entity Types.
    4. Click Next.
    5. Complete the provided fields and then click Save.

     

    The Entity has been created with the default fields and settings. Administrators can proceed to any of the following pages to continue customizing the Entity:

     

    TO EDIT ENTITIES:

    1. In the Setup Home page, click Create > Entities.
    2. Click the Entity you want to configure and click Edit.
    3. Complete the provided fields and then click Save.

    << Magentrix Entity Checklist | Adding and Editing Fields for Entities >>