Page Comparison

Display Name

An alternative display name for the entity

Data Source

The source of the data for the entity

Description

An optional description for the entity

Entity Name

The entity name. Entities will include the list of indexes (for example elastic indexes or SQL indexes) as well.

Query Type

The type of the query. For analytics, available options are document, folder, workspace, user, and document_history.

Is Enabled

Indicates whether the entity is enabled or not

Last Modified Date

Shows the date the entity was last modified

Last Modified By

Shows the user that last modified the entity

Actions

• Edit: Select the edit icon to edit the Entity details.

• Regenerate Fields: If a data source is modified, the user has the ability to regenerate it.

• Open Entity Fields: Shows the Entity fields. New fields can be added from this screen.

• Attach Actions: Allows for actions to be attached to an entity. Additionally, the screen shows the actions currently attached to existing entities. Select +Attach Actions to add a new action to the entity. The Out of the box actions are:

  • Matter Detail Dialog

  • Remote CheckIn IFrame

  • Remote CheckIn

  • Remove Object Security

  • Change Default Access

• Delete Entity: Select this icon to delete the Entity.