The Creation component allows users to create entities. There must be a Search component available on the page since these two components work together. For the Creation button to be visible on the page, you must turn on at least one of the creation switches. When you enable several creation options, the Creation button displays as a list.
The Link Items and Paste from clipboard options are only available for Detail pages. For additional information on Excel imports, see Excel import configuration.
You can create multiple values for an entity field using a pipe | to separate the values. For additional information, see Import users example.
To add a Creation component:
On the menu bar, click Manage .
On the Manage page, click Pages.
On the Pages page, select the page you want to modify.
On the Layout tab, add the page component.
Click the component to open its details page and modify the settings on the following tabs, and then click Save.
|Sets the Custom button label.
|Label of the button.
|Refresh page entity
|If enabled, refreshes the page upon an entity creation.
|Visual aspect of the Creation button.
|Primary / Secondary / Default / Link
|The component is only visible to users with at least one of the selected roles. Only available for detail pages.
|All roles defined in your solution.
In the following example, the Import Excel option is set to import M.Assets entities with the DEFAULT VALUES of:
- Area of Origin set to EMEA.
- Description set to Added through Excel Import.
If you import the following Excel workbook, Area of Origin and Description are updated with default values because they are not included in the worksheet. This means that the Area of Origin for the asset is updated from North American to EMEA.