Defining business entity selector fields

Define a business entity selector field by setting the data type and additional settings on profiles.

Before you begin

Learn about the data type. For more information, see Data types.

Procedure

  1. Define basic information about the field. For more information, see Defining fields and adding them to field groups.
  2. Select Business Entity Selector in Data Type.
  3. Finish defining the field. For more information, see Defining fields and adding them to field groups.

What to do next

Click Open Administration menu Administration menu > Solution Configuration > Profiles. Select a profile to modify and a business entity selector field. Set the following values:

Table 1. Business Entity Selector options on profiles
Setting Description
Starting Business Entity

The default value for Starting Business Entity is a forward slash (/). If you want all Level 1 business entities displayed, retain the default.

To set a starting business entity, navigate through the business entity tree and select a business entity.

Number of Levels

Determines the number of levels that end users can navigate to from the starting business entity. For example, if you select Global Financial Services as your starting business entity and set the number of levels to 2, you can navigate to two levels below Global Financial Services (Global Financial Services/Asia Pac/Agency Services). Limit the number of levels to improve performance of the selector and help users select from the entities most appropriate for this field.

The default value is 3.