Business Entity Annotations
Create and manage business entities for your corporate environment by using the Business Entity annotation type.
Creating a Business Entity
To create a business entity, do the following:
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Click on Manage > Annotations and click on the Business Entity link.
The list of currently defined business entities is displayed.
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Click + Business Entity.
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Enter values for the Tenant, Line of Business, Business Unit, and Project fields.
You can leave any field empty if it doesn't apply for your business entity.
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If you have previously entered a value for a field, you can select that value from the drop-down. You do not need to type it in again.
The selected values must compose a unique total business entity. For example, if you already have a business entity with the values A / B / C / D in that order, you can not create another business entity with those values in that order. You can, however, create a business entity with those values in a different order. |
Applying a Business Entity to an Object
The easiest way to apply a business entity to an object or objects is through a query.
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Click Queries > +New Query and select the desired object type. You can apply filters to further narrow down the results.
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Click the checkbox to select the object(s) for which you wish to apply the business entity.
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Click Bulk Actions and select Add Annotation.
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Choose the Business Entity annotation, and select the desired business entity value from the list.
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Click Save to apply the business entity to the object(s).
You can also apply a business entity to an individual object by navigating to the object's asset landing page and clicking on *+Annotation) in the User Data section.
You can also configure an Annotation Rule to apply business entities to objects.
An object can have only one business entity associated with it. |
Removing a Business Entity from an object
To remove a business entity from an object or objects, query for and select the object(s), click Bulk Actions and select Remove Annotation. Select the Business Entity annotation and click Delete.