Metadata Entities

The entities.XML file has an XML structure that describes all the entities implemented within the software. By including the entities in the XML file, we are stating that any Conditional Security Restrictions, Privacy Level Assignment Rules and Automatic Security Restrictions can be applied to them, and can be configured in the Security Management.

Attributes

Name	Description	Value
id	Unique Identifier.	Any
name	Entity name.	Any
description	Entity description.	Any
tablename	The database table name which corresponds to the entity.	Any of the database table names that exist in the database
classname	The path of the data class.	Any of the data classes that corresponds to the entity
typeentityid	The identifier of a related entity where corresponds to the type information of the current entity.	Any of the entity ids defined in the entities metadata file
masterentityid	The id of the top most entity.	Any entity id
moduleid	The identifier of the module the entity belongs to.	Any of the module ids defined in the modules metadata file
metadatafile	The name of the metadata file the entity belongs to.	Any of the metadata file name defined in the fields metadata folder
csrexcluded	Defines if Conditional Security Restrictions (CSR) are excluded or not from the ability to restrict features of the system related with the entity.	true or false
plarexcluded	Defines if any Privacy Level Assignment Rules (PLAR) are excluded or not from the ability to automatically apply privacy levels on entity records.	true or false
acrexcluded	Defines if Automatic Security Restrictions (ACR) are excluded or not from the ability to automatically apply entity assignments.	true or false
segmentincluded	Defines if segments are excluded or not for the entity.	true or false
notificationclassification	The classification of the entity notification.	Any module id
tag		Any entity
alertincluded	Defines if the entity will be included in alerts	true or false
webhooksincluded	Defines if the entity will be included in webhook	true or false
approvalincluded	Defines if the entity will be included in approvals	true or false
workflowruleincluded	Defines if the entity will be included in workflow rule	true or false
dataentrypagexmlfile	Defines the data entry page xml file path in case a user wants to open the page in modal	Any of the data entry page file path
crmuiclassname	Defines the class name of the related entity to load methods from	Any of the class names
crmuiloadmethod	Defines the method to call when loading an object	Any of the methods included in class name

Example

Entities

Entities

<entityconfig>
	<entities>
		...
		<entity>
			<id>PRODUCTS</id>
			<name>Products</name>
			<description></description>
			<tablename>PRODUCTS</tablename>
			<classname>com.crm.dataobject.products.CRMDOProduct</classname>
			<typeentityid>PRODUCTTYPES</typeentityid>
			<masterentityid></masterentityid>
			<moduleid>PRODUCTS</moduleid>
			<metadatafile>products</metadatafile>
			<csrexcluded>false</csrexcluded>
			<plarexcluded>true</
			<acrexcluded>true</acrexcluded>
		</entity>
 
		<entity>
			<id>ACTIVITIES</id>
			<name>Activities</name>
			<description></description>
			<tablename>ACTIVITIES</tablename>
			<classname>com.crm.dataobject.activities.CRMDOActivity</classname>
			<typeentityid>ACTIVITYTYPES</typeentityid>
			<masterentityid></masterentityid>
			<moduleid>ACTIVITIES</moduleid>
			<metadatafile>activities</metadatafile>
			<csrexcluded>false</csrexcluded>
			<plarexcluded>false</plarexcluded>
			<acrexcluded>true</acrexcluded>
			<segmentincluded>true</segmentincluded>
			<notificationclassification>CUSTOMER_CARE</notificationclassification>
			<tag>activity</tag>
            <alertincluded>true</alertincluded>
            <webhooksincluded>true</webhooksincluded>
            <approvalincluded>true</approvalincluded>
            <workflowruleincluded>true</workflowruleincluded>
            <dataentrypagexmlfile>activities/activity</dataentrypagexmlfile>
            <crmuiclassname>CRMUIActivity</crmuiclassname>
            <crmuiloadmethod>loadForm</crmuiloadmethod>
	 	</entity>
		...
	</entities>
</entityconfig>