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User entity

Updated

When a data table is promoted to a user entity, it becomes easily accessible in Magnews. You can redefine field names, decide which are visible in filters and lists, and modify contents directly from the interface.  

It is also allowed to link the data to the contacts through a relationship. 

Enter the User Entity section and activate the option Enable entity for platform users.

entitautente1_eng.png

Additional options will be displayed:

entitautente2_eng.png

  • User entity name
    Name for the user that will be displayed in the user entity lists. You can use spaces and special characters (e.g., Companies, Roles, Orders from eCommerce...).
  • Key field of the user entity
    Select the field to use as the logical key for the user entity. It will be used by web services and APIs.
  • Field displayed to identify the user entity
    Where the table elements are shown, the value of this field will be displayed for each element, so choose the field that best identifies the content. For example: if the table contains products, with description, price, and other information, the field useful for recognizing the element is the field that contains the product name.
  • Field to be used as preview: You can indicate the field of the user entity that contains the URL of a image representing the item (e.g. each item in this user entity is a product of your eCommerce and you have a field indicating the URL where the product photo or image can be found). This information will be used to preview the element in lists and views so that it can be recognised more quickly. The URL must be indicated with protocol (e.g. https://).
  • Hide in menus and lists: when this option is active, the user entity will be hidden in the general menu and the database menu.
  • Do not allow elements to be modified: If you activate this option, the elements of this entity cannot be edited from the UI, but only displayed. Then, it will not be possible to insert new elements, edit them or delete them via the account, it will only be possible from the web service.
  • Hide the tab in the contact's home (Matilda): this option (when disabled) makes this user entity visible in the contacts home, on the Matilda interface. You will see a tab named like the relationship field associated with this table and showing all the values/records that the contact has associated with it.

Field display

For each column of the table, by selecting the corresponding option, you can choose whether:

  • To use the field to filter contacts
  • To utilize the field to sort database contacts
  • To show the field in lists
  • If empty, set to null
    By selecting this option, the field is set to 'null' if the entered value is "" (empty), and in filters, the field will be considered as not populated.

Once the configuration options are set, click Save at the top right of the page to save preferences and proceed with importing data into the created table.

Data Table Import

Select Import Data from the contextual menu on the right

Before starting:
  • The file to be imported must be in .csv format. The column names of the file must be the same as those of the columns created in the table.
  • The format of the fields in the file you are importing must be compatible with the table fields.
  • The format of date, datetime, and decimal number fields depends on your international settings.
For each row, the system checks if the record is already present in the table.
If the record is already present, it is updated with the values from the file.
If it does not exist, it will be added to the table.
If the file contains multiple rows with the same primary key, the record will be updated multiple times.

entitautenteimport_eng.png

  • File to import:
    choose the file you want to import;
  • Encoding:
    choose the character encoding type of the file you are about to import;
  • Line separator:
    set the character that will be used as the line separator in the file you will import;
  • Field separator:
    this is the character used to separate different fields;
  • Text qualifier:
    the character used to delimit text values within the field;
  • Remove unnecessary spaces at the beginning and end of file texts:
    if you activate this option, all unnecessary spaces at the beginning and end of non-empty text fields will be automatically removed.

Once all the import parameters are configured, click Run at the top right to proceed with the import.

After importing the data into the table, you will receive a report of the completed operation.

Next Article

Table relationship >>