There is a cloning feature that may be suitable for this use case.
https://docs.reltio.com/en/model/manage-profiles/profiles/clone-a-profile
It will allow you to clone an entity with a specific set of attributes that need to be copied to the new entity.
https://docs.reltio.com/en/explore/get-your-bearings-in-reltio/get-your-bearings-in-reltio-multidomain-master-data-management/hub/profiles/profile-perspectives/explore-the-profile-perspective/clone-a-profile/configure-profile-cloning
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Bryant Barrenechea
Solution Architect | Professional Services
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Original Message:
Sent: 08-20-2024 03:46
From: Niklas Berg
Subject: Templates of profiles in the UI
Hi,
I need to create legal agreements in Reltio.
Many of these have the same attribute values and relationships depending on the contract type.
Is it possible to predefine some templates in the UI that you can choose from when creating a legal agreement?
This way, the legal agreement you create will already have pre-filled attributes and relationships to other entities.
Thank you in advance for your help.
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Niklas Berg,
Master Data Analyst,
Danske Commodities,
Denmark
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