Using the Entity Manager
The Entity Manager provides a list of entities. You can use the filters to narrow the list of entities to view and the details pane tabs to manage entity related information.
Note: The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?
You can click on the Navigation Bar to access the Entity Manager view.
On this page, you can:
- Click to refresh list information.
- Work with records in a grid. See Working with Grids in list views and tabs
- Filter My list. See Using Task Pane Filters
- Modify an entity. See Editing an Entity
- View entity details:
- Select a record in the list.
- Click tab. The Details pane displays the detailed information about the selected record.
- Select and view the information on these detail pane tabs:
- Fields. See Adding a Field
- Filters. See Adding Filters
- Metrics. See Adding Metrics
- Relationships
Hide group details by clicking .
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