Magentrix Entity Checklist
Administrators can create and edit Entities that will record data in database tables. Entity types include Object entities for general data storage and Person entities for individual contact information. Native Magentrix entities provide complete control over all configurations, while Salesforce and Microsoft Dynamics entities synchronize bidirectionally with external systems.
Upon creation, Entities have a standard set of fields. Administrators can further customize Entities by adding additional fields of various types including text, number, date, picklist, lookup, master-detail, formula, and rollup summary fields. For Salesforce and Dynamics entities, field management must be performed in the external system and then refreshed in Magentrix.
Page Layouts control how fields, sections, related lists, and buttons appear on Entity Detail and Edit pages. Administrators can create multiple page layouts for a single entity, configure section properties including visibility formulas, and assign layouts to different security roles or record types. Page layouts for all entity types, including Salesforce and Dynamics entities, are managed in Magentrix.
Administrators can create types of layouts for Entity Lists in Magentrix that lets users view and access records differently. List Layout types include Home Tab, Lookup Dialog, List View, Search, Related List, and Mini Layout (Card). Each layout can be configured with specific columns, sorting options, and buttons. List layouts for all entity types are managed in Magentrix.
Buttons enable users to perform actions on entity records. Standard buttons are created automatically, and administrators can create custom buttons that execute URLs or JavaScript code. Buttons can be configured as Detail buttons for individual records or List buttons for multiple records on index pages. Buttons for all entity types are managed in Magentrix.
Record types allow administrators to classify Entity records. With different record types, administrators can separate record data when creating Reports, configure different picklist values, and assign different page layouts for customized user experiences. For Salesforce entities, Record Types can be imported from Salesforce into Magentrix. Microsoft Dynamics does not support Record Types.
Administrators can configure validation rules to ensure information entered into fields are correctly formatted. A validation rule contains a formula that the entered information is tested against. If the formula results with a true value, a validation error message will appear. Validation rules for all entity types, including Salesforce and Dynamics entities, are managed in Magentrix.
Sharing filters are a security measure that allow you to restrict which Entity records users with specified security roles can view. The security role specified in Sharing Filters will not have read or edit access to the entity unless the filter criteria are met. Optional filters and advanced filter logic additionally restrict specific field values.
Administrators can configure Field Security to restrict specified fields for certain security roles. Field-level security controls whether users can read or edit individual fields, providing granular control over data access beyond entity-level permissions.
Administrators can configure read, create, edit, and delete permissions for entities based on security roles. Administrators can use hierarchy permissions to allow users access to entities owned by or shared with users below them in the role hierarchy.
By default, only the Name field of an Entity is processed when a user searches an Entity. Administrators can configure other fields to also be searchable, improving the ability to find specific records through global search.
Administrators can enable field-level history tracking by checking the Audited Field checkbox when creating or editing fields. A History related list can be added to page layouts to display all changes made to audited fields, providing a complete audit trail for important data.
The Lookup field type allows users to populate a field with record values from another Entity. Administrators can specify and limit the record values that can be selected with Lookup filters based on criteria such as related field values, ensuring data integrity and providing context-specific options.
Salesforce and Microsoft Dynamics entities are imported into Magentrix and synchronize bidirectionally with the external system. Field management must be performed in Salesforce or Dynamics with periodic schema refreshes in Magentrix. However, page layouts, validation rules, buttons, and list layouts are all configured and managed within Magentrix.
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