Debido proceso 107

Once you have identified a subset of records with which you want to work, there are a number of different operations available. The list of relevant operations are accessed via the Records menu, or the Record pane’s context menu, as summarised in the table below. Only the most commonly used of these will be discussed in this lesson.

Summary of record operations available Operation Description

Add Record Creates a new record Add Master

Record

Creates a new master record Delete Record Deletes the selected records Duplicate

Record

Duplicates the selected record Save Record Saves changes to the selected records

Remove From Mask²

Removes selected records from selected mask Replace in

Mask²

Replaces selected records in selected mask Restore

Record

Discards changes and restores the selected records Modify

Mask¹

Modifies the records in the selected mask Protection Protects/unprotects selected records from editing

Check In/Out Allows records to be maintained over a time, without changes still in progress being visible to other users

Validations Expression which returns a Boolean value of true or false Assignments Expression which populates a specified field with a data value Workflows Linking process steps to control maintenance of master data Matching Identifying and merging duplicate records

Next Record¹ Saves changes to the selected records and selects the next record Previous

Record¹

Saves changes to the selected records and selects the previous record

Compare Records

Displays a detail grid comparing the selected records Compare

With Original

Displays comparison between the selected checked out record and the original record(s)

Merge Records

Merges the selected records into a single record Merge

Objects²

Merges the selected object into a single object

Reimport² Reimports the selected objects from their original location³ Replace² Replaces the selected object with a new object³

Generate Thumbnail²

Generates the thumbnails for the selected objects³ Save Original

to Disk²

Saves the original of the selected object to disk³ Set Print Size² Sets the print size for the selected images³ Split Text

Block²

Splits the selected text blocks by the specified³delimiter

Edit Key Mappings

Edits the key mappings for the selected record Modify Text

Value List¹

Modifies the text value list of the current text attribute Recalculate² Refreshes calculated field(s) on the selected records

1Operation appears in Records menu only.

2Operation appears in context menu only.

3Operation enabled on object tables only.

Adding Records

You can add individual records directly into a repository by using the Add Records operation. On most tables, new records are added as the last record in the grid.

On hierarchy tables, MDM adds the new record as the last child of the root node.

Pressing F5 refreshes the Records grid and moves the new record into its proper sort order.

To add a new record to the current table:

1. Right-click in the Records pane and choose Add from the context menu, or click the Add Record toolbar button (shown at left), or press Ins, or choose Records –> Add Record from the main menu.

2. MDM adds a new empty record to the repository and places you into the Record Details pane for editing.

Deleting Records

You can permanently delete records from a repository by using the Delete Records operation.

Note: Once a record is deleted, it cannot be recovered.

To permanently delete one or more records from the current table:

1. In the Records pane, select the record(s) you want to delete.

2. Right-click on one of the records and choose Delete from the context menu, or click the Delete Record toolbar button (shown at left), or press Del, or choose Records –> Delete Record from the main menu.

3. MDM prompts you to confirm that you really want to delete the records.

Click OK to remove the records from the table

Duplicating Records

If you want to add a record that is similar to an existing record, instead of using the Add Record command, you might save time by duplicating the similar record and editing the duplicate. The Duplicate Record command duplicates not only the field and attribute data of a selected record but also its sibling, parent, and child relationship links.

On most tables, duplicate records are added as the last record in the grid. On hierarchy tables, MDM adds the duplicate record as a sibling of and just after the original record. Pressing F5 refreshes the Records grid and moves the duplicate record into its proper sort order.

To add a duplicate of a record to the current table:

1. In the Records pane, select the single record you want to duplicate.

2. Right-click on the record and choose Duplicate from the context menu, or choose Records –> Duplicate Record from the main menu.

3. MDM adds the duplicate record as the last record in the grid and places you into the Record Detail tab for editing.

Note: You cannot duplicate object or Workflow table records.

Saving and Restoring Records

When you first click inside a cell in the Record Detail grid, MDM displays a pencil icon next to the selected record(s) in the Records pane.

Once you actually make changes to the selected records, MDM enables the Save Record and Restore Record commands. Saving a record saves the record changes to the repository. Restoring a record discards all unsaved changes and returns the record to its last saved state.

Note: Once a record is saved it cannot be restored to its previous state.

Figure 37: Saving and Restoring Records To save changes to the record(s) you are editing:

• Right-click on the Record Detail tab and choose Save Record from the context menu, or

• Choose Records –> Save Record from the main menu, or

• Press Shift+Enter, or

• Move the focus away from the Record Detail tab.

To discard unsaved changes and restore the record(s) to their prior state:

• Right-click on the Record Detail tab and choose Restore Record from the context menu, or

• Choose Records –> Restore Record from the main menu, or

• Press Esc.

Protecting Records

If you have finished editing a record, and want to make sure that it is not inadvertently modified or deleted, either by you or by someone else, you can write-protect it.

MDM highlights protected records in read-only gray in both the Records pane and the Record Detail pane, to indicate that they cannot be edited or deleted. It also displays a lock icon ( ) in the [Protected] column of the Records grid.

Note: You can still edit the relationships of protected records. MDM automatically protects checked-out records and unprotects them again when they are checked back in.

Figure 38: Protected Records

To protect one or more records from editing or deletion:

1. In the Records pane, select the record(s) you want to protect.

2. Right-click on one of the records and choose Protection –> Protect from the context menu, or choose Records –> Protection –> Protect Record from the main menu.

3. MDM protects the selected records.

To unprotect one or more records to allow editing or deletion:

1. In the Records pane, select the previously protected record(s) you want to unprotect.

2. Right-click on one of the records and choose Protection –> Unprotect from the context menu, or choose Records –> Protection –> Unprotect Record

Comparing Records

The Compare Records and Compare with Original commands provide a convenient way to visually compare multiple records. Selecting either command opens a pop-up dialog that contains a side-by-side comparison matrix of the selected records.

Figure 39: Comparing Records

The matrix includes a column for each selected record and a row for each selected record’s fields and attributes (and family fields if the repository has a family table). If none of the selected records has a value for a particular field or attribute, that field or attribute will not appear in the matrix.

The matrix is updated automatically as you select different records on the Records pane. If you choose Compare Records when only a single record is selected, you will see only that record’s fields and attributes . MDM uses background shading in the matrix to indicate where selected records have different or missing values.

Colour-Coded Row Values in Compare Records Dialog Colour Row

Values

Description Missing

Yellow value The same value appears in all of the selected records.

None Light Blue value The same value or NULL appears in all of

the selected values

One or more Lavender value Different values or NULL appear in the

selected records

One or more Rose value Different values appear in the selected

records, but all the records have values.

None

To compare two or more selected records:

1. In the Records pane, select the records you want to compare.

2. Right-click in the Records pane and choose Compare Records from the context menu, or choose Records –> Compare Records from the main menu.

3. MDM opens the Compare Records dialog.

4. Click the close button in the upper right corner of the dialog when you are done viewing the comparison.

The Compare with Original command allows you to quickly compare a single checked-out record with its original version in the repository. It opens the same pop-up dialog as above, but instead of comparing different records the comparison is between the checked out record and its original(s)

Note: If the checked out record is the result of having previously merged multiple checked out records, then the checked out record is compared against all of the pre-merge originals.

The Compare with Original command is disabled for records that were checked out new.

To compare a checked out record with its original record(s):

1. In the Records pane, select the checked out record you want to compare to its original(s).

2. Right-click in the Records pane and choose Compare with Original from the context menu, or choose Records –> Compare with Original from the main menu.

3. MDM opens the Compare Records dialog.

Merging Records

Merging records is necessary when you have multiple records that contain the same information, but no single record that provides a complete and up-to-date version of that information.

Moreover, the challenge is not only to specify the correct field and attribute values within a single record and then eliminate the duplicates, but also to detect all lookup field values and parent/child product relationships that reference any of the merged records and to reassign them to the single merged result record.

When you use the Merge Records command, MDM opens the Merge Records dialog. The dialog contains a grid with: (1) a column for the merged result record; (2) a column for each selected record; and (3) a row for each of the fields and attributes of the selected records. You can then merge the records and the underlying values as described in the following sections.

Note: You can use the Merge Records command only to merge main table or object table records in Record mode. To merge hierarchy and taxonomy lookup table records, use drag-and-drop or the Cut and Paste as Merge commands in Hierarchy and Taxonomy modes To merge the tuple records contained in a tuple field, use the Merge command in the Edit Tuple Records dialog.