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Each Entity has an Entity Type that correlates with the Workflow Type:

Workflow Type

Entity Type

Create Activity

Activity

Complete Activity

Activity Instance

Complete Learning Plan

Learning Plan Instance

Member Role - Grant

Member Role

Member Role - Edit

Member Role

Configure Learning Plan

Learning Plan Definition

Configure Tenant

Tenant

Create Offering

Activity Offering

Attributes are defined for an Entity Type, not an Entity

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Not every View Type is used within each Area. See below for a matrix of supported options.

Entity View Types

Type

Notes

Summary

The summary and detail views expose a small list of key data fields and a more comprehensive list of fields, respectively.

The Learning Plan Overview Popup and Workflow Overview Popup features allow users to choose which level of detail they want to see.

By default, users see the Detail View. They then can change to the Summary view.

Detail

Export

The Audit Queue and Eligibility Queue pages allow users to export data about certification applications. The “Export” Entity View controls the fields that are contained in the export file. This allows the file to contain a more comprehensive list of fields than would easily fit on the screen.

Report

Controls the data fields that are exposed to the Reporting Engine for a given entity.

Entity List Attribute

Note

This is an advanced use case that requires extra configuration.

The Entity List Attribute is an advanced configuration feature that allows one Workflow to summarize information from other Workflows. This Entity View specifies which fields of each summarized Workflow are included in the list.

Activity Container List

Note

This is an advanced use case that requires extra configuration.

The Activity Container Attribute is an advanced configuration feature that allows for Workflow data to be “nested”. This Entity View specifies which fields of the contained Activities are displayed in the list.

Attribute Renderer

Note

This is an advanced use case that requires extra configuration.

This entity view is used by the /wiki/spaces/DOCS/pages/1281589809 API to determine which Attributes are available to be rendered.

Supported Combinations

Entity Type

Area

View Type(s)

Notes

Activity

Activity Approvals

Summary, Detail

Administrator

Summary, Detail, Report

Auditor

Summary, Detail

Used when an Activity is Learning Plan Overview Popup on the Audit Queue

Eligibility

Used by Learning Plan Overview Popup on the Eligibility Queue

Activity Instance

Learning Plan Instance

Learning Plan Definition

Member Role

Configuring an Entity View

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