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You can manage Reference Data Field Settings in the Edit Field wizard. Here you can define field settings, manage field groups, manage validations and configure data strategies for Reference Data fields.

To manage reference data field settings:

  1. In the Setup workspace, in the left navigation, click Reference Data Field Settings.
    You see the Fields workspace with the current list of fields.
  2. Click on the field that you want to edit.
    You see the Edit Field wizard with the Reference Data Settings page as the default.

Define the field

In the Reference Data Settings page you can define a field.

  1. Select a Release Level from the drop-down list. Options include:
    - Released with no exceptions
    - Released for trading
    - Released for trading and back office
    - Released with no exceptions
  2. Select an Enrichment Rule from the drop-down list.
  3. Click any of the following checkbox options to apply it to the field.
    -Composite Nulls to composite nulls for the field.
    -Authorization Required to require authorization for the field.
    -Log changes for accounting purposes to log changes on the field.
    -Store Long Description to store long description.
    -Hidden to hide field on view/edit windows.
    -Locked to make field display only.
    -Required to make this a required field.
    Multi-List Shared Fields to make this a shared field.
  4. Click Next to display the Fields Groups page or Save & Close to save your changes and exit the wizard.

Manage Field Groups

In the Field Groups page you can select which field groups to add to the field.

  1. In the Field Groups drop-down list, select the field groups by clicking on the corresponding check box.
    You see the selected field groups displayed under Selected Field Groups.
  2. Organize the fields in the Selected Field Groups by clicking on a field group and then clicking on the Up or Down arrows to move the fields into the order you want.
  3. Click Next to display the Validations page or Save & Close to save your changes and exit the wizard.

Manage Validations

In the Validations page you can manage validations.

  1. Select a validation from the Available Validations column, and then click Add to move it to the Selected Validations column. Repeat this process to select additional validations.
  2. To remove a validation from the Selected Validations column, select the validation and click Remove.
  3. Click Next to configure Data Strategies or click Save & Close to save your changes and exit the wizard.

Configure Data Strategies

In the Data Strategy page you can configure data strategy settings for the field.

  1. Under Field Groups and Data Strategies, select the data strategy you want to configure by clicking on it.
    You see the data strategy settings.
  2. Edit the fields as needed.
  3. Click Save & Close to save your changes and exit the wizard.






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