Graphical Editor

Tip: Watch the Video: To watch various actions performed on the Graphical Editor page, click .

You can access the graphical editor from the following menus:

  • Browse and Search > click Graphical Editor
  • Browse and Search > select a record > click Graphical Editor
    If you select this option, the left record list pane is hidden.
  • Browse and Search > Text Search > Graphical Editor option

The following panes are displayed on the Graphical Editor:

  • Record list pane

    • On the Browse and Search page, click Graphical Editor without selecting a record. The record list pane is displayed. The left pane includes the following options:

    • Repository Name: Contains a list of available repositories. Select a repository to view its records.
    • Search option: Search for a specific record using PRODUCTID - PRODUCTIDEXT in the record list. The selected record is highlighted in the record list. After clicking a record in the record list, relationship canvas is displayed.
      • You can click the Advanced Search link to filter records based on the values of record attributes. In the Record Search window, perform the following actions:
        • Enter values for the record attributes and record state and click Search.
        • To change the search criteria, click Clear to reset the criteria.
        • Click Close to go back to the Graphical Editor page.
    • Add Record: Click to add a new record. For information, see Adding Records to a Repository.

  • Relationship canvas pane with the record node
  • Relationship canvas pane with the relationship node

    • Record hierarchy is represented as a tree graph on the user interface. By default, the tree graph spans from top to bottom. The pane includes the following options:

    • Relationship list: By default, all relationships are displayed. Select the relationship to view its graphic view on the canvas.
    • Navigate the relationship tree on the left, right, and at the center of the canvas
    • Parent node displays the count for child nodes. You can expand or collapse the child node by clicking the node count. The node with no count is a leaf node.
    • Click the level number to directly navigate to the selected level in the tree

      • When you click Edit, the relationship mode on the canvas changes from view to edit. You can perform the following actions in the edit mode:

    • On the record node:

      • Modify the record and related record attributes. See Modifying Record and Relationship Attributes.

      • Remove related record: Click Remove Related Record on the record node. A confirmation message is displayed. Click Yes, remove. The Related Record Deleted successfully confirmation message is displayed. If any error occurs, the errors are displayed in the error pane with details.

    • On the relationship node:

    • Validate, save and process, save, or cancel the modified record hierarchy.
      • Validate: For successful validation, a confirmation message is displayed.

        • If the record contains errors, error notifications are displayed in the upper right corner. Click Errors to view a list of errors. Resolve the errors and click Validate again. For more information on validating records, see Validating Records. For a list of validation errors, see TIBCO® MDM System Administration.

        Note: If a record has an error, all records cannot be saved until the record with the error is either corrected or removed from the list.
        However, when you create a new related record, you can save a related record with errors. For information, see Creating Related Records.
      • Save and Process: The record is saved in the repository and the left record list is updated with a new record.
      • Save: The record is saved in the Confirmed state if you have permission to save a record without workflow.
      • Cancel: The record and its associated relationships are not added.
      • Back: You can go back to the Browse and Search page. The record modifications are not saved.

    For relationship and record nodes properties, see Record and Relationship Node Details.