Reltio Connect

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  • 1.  Pivot Attributes in Reltio UI

    Reltio Partner
    Posted 03-01-2024 15:23

    Does anyone have a recent example of how to configure Reltio UI Pivot Attributes?  We're okay doing this via a JSON config, but need an updated example.

    The links I found in the community posts are all "dead" and seem to be from 2 years ago.  (Customer360)

    Is this still a recommended feature?

    We're using the B2C velocity pack with the new UI.

    Thanks!



    ------------------------------
    Robert Quinn
    Data Management Practice Lead
    imidia LLC
    Basking Ridge NJ
    ------------------------------


  • 2.  RE: Pivot Attributes in Reltio UI

    Reltio Employee
    Posted 03-05-2024 06:29

    Hi Robert ,

    Thanks for your question. Please find the configuration properties and example for pivot attributes. This is supported in our current UI

    Properties

    Name Type Description
    point String id of Configuration Extension Point. Must be "com.reltio.plugins.ui.configuration".
    id String extension id: "com.reltio.plugins.pivoting.PivotingSettings".
    pivotingAttributes Array.<Object> configuration list.
    PROPERTIES
    Name Type Description
    uri String attribute URI.
    children Array.<String> attribute URIs. If pivoting attribute is nested, then we can specify which sub-attribute of it must be used in pivoting.
    popup Object pivoting popup configuration.
    PROPERTIES
    Name Type Description
    label String pivoting popup caption.
    entityType String entity type URI - only entities of this type are shown on popup.

    Example

    {
        "point": "com.reltio.plugins.ui.configuration",
        "id": "com.reltio.plugins.pivoting.PivotingSettings",
        "pivotingAttributes": [
            {
                "uri": "configuration/entityTypes/HCP/attributes/FirstName"
            },
            {
                "uri": "configuration/entityTypes/HCP/attributes/BirthCountry"
            },
            {
                "uri": "configuration/entityTypes/HCP/attributes/Phone",
                "children": [
                    "configuration/entityTypes/HCP/attributes/Phone/attributes/Number",
                    "configuration/entityTypes/HCP/attributes/Phone/attributes/Type"
                ],
                "popup": {
                    "label": "Organizations",
                    "entityType": "configuration/entityTypes/Organization"
                }
            }
        ]
    }

    
    



    ------------------------------
    Abhradeep Sengupta
    ------------------------------



  • 3.  RE: Pivot Attributes in Reltio UI

    Reltio Partner
    Posted 03-05-2024 09:55

    Abhradeep, thanks very much for the quick reply.  I'll review and try it out.



    ------------------------------
    Robert Quinn
    Data Management Practice Lead
    imidia LLC
    Basking Ridge NJ
    ------------------------------



  • 4.  RE: Pivot Attributes in Reltio UI

    Reltio Partner
    Posted 03-05-2024 16:08

    Abhradeep,

    I've reviewed the example and I configured it for our use case; pivot on Email & Phone for Individuals.   However it's unclear which file to add that snippet to or whether I have to add an additional file to UI configs.  Can you let me know how to integrate the example into the UI? (i.e. which file to update)

    • com.reltio.plugins.entity.default.json
    • com.reltio.plugins.entity.individual.json
    • ???

    Thanks again for your help so far.

    Robert



    ------------------------------
    Robert Quinn
    Data Management Practice Lead
    imidia LLC
    Basking Ridge NJ
    ------------------------------



  • 5.  RE: Pivot Attributes in Reltio UI

    Reltio Employee
    Posted 03-06-2024 04:35

    Hi Robert ,

    The functionality should work properly irrespective of in which file you are putting the config.

    You can use "com.reltio.plugins.ui.json" or "com.reltio.plugins.entity.default.json"



    ------------------------------
    Abhradeep Sengupta
    ------------------------------



  • 6.  RE: Pivot Attributes in Reltio UI

    Reltio Partner
    Posted 03-06-2024 09:51

    Thanks Abhradeep!



    ------------------------------
    Robert Quinn
    Data Management Practice Lead
    imidia LLC
    Basking Ridge NJ
    ------------------------------