Master Data Tables

Master Data Tables in Smartfacts CDCM provide a powerful mechanism for managing predefined datasets that can be accessed and utilized within the application. This chapter outlines the process of defining Master Data Tables, which enable users to select records from predefined datasets in the user interface and maintain the records from outside CDCM.

Introduction to Master Data Tables

Master Data Tables serve as structured repositories for predefined datasets, allowing users to select specific records from these datasets within the Smartfacts CDCM user interface. These tables are generated, populated, and updated via the Smartfacts CDCM REST interface, providing seamless integration with external data sources.

Purpose

The primary purpose of Master Data Tables is to enhance data consistency and usability by providing users with predefined options for selection. For example, Master Data Tables can be used to associate customers with products, select project categories, or designate priority levels.

Benefits

• Data Consistency: Predefined datasets ensure consistency in data selection and entry.

• Usability: Users can easily select records from predefined options, reducing the likelihood of errors.

• Integration: Seamless integration with external data sources allows for efficient management of datasets.

Defining Master Data Tables

Via User Interface

1. Navigate to Admin Area: Access the admin area of Smartfacts CDCM. (Cogwheel icon at the bottom left in the side menu)

2. Select Master Data Tables

3. To add a master data table, press the button Add Master Data Table

4. Enter a name and a distinct key

5. Add columns

   1. Each column has a name, a distinct key and a data type. Supported data types are

      1. String

      2. Integer

      3. Double

      4. Decimal

      5. Boolean

      6. Date-Time

      7. Date

      8. Duration

      9. URL

      10. Master Data

          1. Click on button Select Table to reference a master data table

          2. Click on button Set Mask to select certain columns of the selected master data table for use as mask

   2. In addition, one of the rows can also be a row key. The row key attribute determines if values of the column are used for rows attribution. Once value of Row Key cell filled and saved, the row gets also assigned with that value a key property, that can be used to retrieve that row via web services.

6. Add data

   1. Click on the tab Data

   2. Set up inital data for the table columns

Via Endpoint

Master Data Tables must be created, populated and updated via the Smartfacts CDCM REST Services:
https://integration.dev.cdcm.smartfacts.com/swagger-ui/index.html#/master-data-controller

Integration with User Interface

Once a Master Data Table is defined, it can be seamlessly integrated into the Smartfacts CDCM user interface. Users can then select records from the predefined dataset when interacting with relevant components, such as products, projects, or configurations.

Example: Leveraging Records

An example of leveraging records in Smartfacts CDCM is to add a table of team members to a product, indicating those responsible for maintaining the product. This can be achieved by defining a record with columns for team member details, such as name, email, and phone number, sourced from a Master Data Table. Another column can be added to describe the role of each team member.

Conclusion

Master Data Tables in Smartfacts CDCM provide a robust mechanism for managing predefined datasets and enhancing data consistency and usability within the application. By defining and integrating Master Data Tables, users can streamline data selection processes and improve overall data management efficiency.