In this release:
Key Features and Enhancements
- System filter added to business process records
- Owned by field in Company Affiliate records is now configured using Organizational Hierarchy
- Organization Hierarchy Setup
Feature Details
System filter added to business process records
Description: In the All Business Processes page, you can now filter business process records by system names.
1. From the left side of the page, hover the mouse over the Data Inventory Hub icon, and then select Business Processes.
2. From the All Business Processes page, click the Filter icon (2), and then click More Filters (3).
3. From the list of available filters, select System, and then click Apply Filters.
For more information, see Using Filters to find a Business Process Record quickly.
Owned by field in Company Affiliate records is now configured using Organizational Hierarchy
- When the Organizational Hierarchy feature is enabled in the Platform, it is now possible to configure the Owned By field for Company Affiliate’s via the Organization Hierarchy.
- To access Organizational Hierarchy, click the “Configure Owned By In Organizational Hierarchy” link below the Owned By field.
Organization Hierarchy Setup
To begin, users must first set up their Primary Entity in My Company Info. If the Primary Entity has already been created, it will automatically be added as the first unit on the Organization Hierarchy.
Image of Organization Hierarchy before the Primary Entity is created
Image of Organization Hierarchy after the Primary Entity is created
Once the Primary Entity has been created, users can add entity units, such as Company Affiliate, Business Units or Departments to their hierarchy by clicking the (+) icon below the Primary Entity unit, or by clicking the (+) icon in the left side panel.
After clicking the (+) icon, a right side panel will appear allowing users to select the entity type which they would like to create (Business Unit, Department, Company Entity).
Depending on the (+) icon that was selected, the newly created entity will either appear in the “Existing Organization Units” column on the left side, or it will be added directly to the organization hierarchy.
Once the entity is created, users can add users, edit or delete the entity by clicking the action buttons on the entity card. Users that are added to entity units will have access to the units which they are added to.
