Create an Entity in the ID Field Exercise v17.10

   PlatformApplicable to all products in Temenos Journey Manager.  |   Form Builder |  All versions   This feature is related to v5.1 and higher.

This exercise will demonstrate how to create an entity directly in the ID field.

Extra help is available at the end of this exercise if you get stuck.

Step 1: Create a Form

1. Create a new form and enter the follow details:
• Form Name: Exercise - Entities
• Description: This form is to demonstrate how to work with entities
• Template: Training Template
2. Click Create.

Step 2: Create an Entity

1. Add a new ‘Text Field’ into ‘About You’
2. To create a new Entity, enter ‘applicant’ followed by an underscore, ‘_'
Note

After the underscore (_) an inline warning displays ‘An Entity called applicant will be created’

3. Enter ‘FirstName’ as the ID (then TAB or click away)
Note

The Label only displays ‘First Name’

4. Display the ‘Entities’ panel and confirm the ‘applicant’ Entity has one related component (i.e. ‘FirstName’)
5. Click Save.

Step 3: Assign an Entity

1. Add a new ‘Text Field’ component below ‘First Name’
2. Enter the first few letters of ‘applicant’ in the ID property field, i.e. ‘app’
Note

Any matching Entities will display in dropdown

3. Select the ‘applicant’ Entity
4. Enter ‘LastName’ (after underscore) for the ID
Note

Note: the label only displays ‘Last Name’

5. Display the Entities panel and confirm the applicant Entity now has two related components.

Step 4: Create a nested Entity

1. Add another new ‘Text Field’ below ‘Last Name’
2. Enter ‘app’ in the ID property field and select the ‘applicant’ Entity
3. Enter ‘work_’ as the new nested Entity, e.g. ‘applicant_work_’
Note

After the second underscore (_) an inline warning displays ‘An Entity called work will be created’

4. Enter ‘Email’ for the ID, e.g. ‘applicant_work_Email’
5. Press Tab or click away
Note

Label only displays ‘Email’

6. Display the Entities panel and confirm the new nested work Entity with one related component.
7. Click Save.

Extra Help

Download the Exercise PDF for more detailed instructions to help you complete the exercise.