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Posts Tagged ‘Master Data Services (MDS)’

I have a business requirement where when a user inserts a new record via Excel on MDS, the Code will be automatically generated as a concatenated value (once published), that makes the record unique.

To do this in MDS, I have had to create a business rule on the entity to say that if the Code is equal to zero then Code equals a concatenated value. The example below uses a concatenated value that consist of position_id and cost_centre.

After the business rule is published, the user is now able to insert a new record, however, he/she must set the Code value to zero or some numbers because it cannot be empty. This can be annoying because after copy and paste the record into the Excel, the user needs to modify the Code to zero or some numbers. It will be better if he/she only needs to copy and paste and then delete the Code (so that the Code appears blank). The above business rule will not work as the Code cannot be blank.

To solve this, the Code must be an integer instead of varchar. On MDS, you can set the Code to be automatically generated. Go to Home > System Administration > Manage Models > Entities and then edit the Entity and tick the “Create code values automatically” tickbox and set the “Start with :” textbox to number 1, as shown below:

You would then need to truncate and reload data into the entity. If you add a member into the entity manually, you will see that the Code textbox is greyed out as shown below.

Once set up, all good to go! 🙂

 

 

 

 

 

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