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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

NameDescriptionValue
id

Unique Identifier.

Any
nameEntity name.Any
descriptionEntity description.Any
tablenameThe database table name which corresponds to the entity.Any of the database table names that exist in the database
classnameThe 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
masterentityidThe id of the top most entity.Any entity id
moduleidThe identifier of the module the entity belongs to.Any of the module ids defined in the modules metadata file
metadatafileThe name of the metadata file the entity belongs to.Any of the metadata file name defined in the fields metadata folder
csrexcludedDefines 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
plarexcludedDefines 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
acrexcludedDefines if Automatic Security Restrictions (ACR) are excluded or not from the ability to automatically apply entity assignments.true or false
segmentincludedDefines if segments are excluded or not for the entity.true or false
notificationclassificationThe classification of the entity notification.Any module id
tagDefines if the entity will have fields to be replaced in data entry pages.Any entity
alertincludedDefines if the entity will be included in alertstrue or false
webhooksincludedDefines if the entity will be included in webhooktrue or false
approvalincludedDefines if the entity will be included in approvalstrue or false
workflowruleincludedDefines if the entity will be included in workflow ruletrue or false
dataentrypagexmlfileDefines the data entry page xml file path in case a user wants to open the page in modalAny of the data entry page file path
crmuiclassnameDefines the class name of the related entity to load methods fromAny of the class names
crmuiloadmethodDefines the method to call when loading an objectAny 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>
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