Entity Views allow administrators to control which data fields are displayed in various parts of LearningBuilder.

This is a complex topic but is central to LearningBuilder’s configurable nature.

1 Overview
2 Entities, Entity Types, and Attributes
- 2.1 Attributes are defined for an Entity Type, not an Entity
3 View Types and Areas
- 3.1 Entity View Types
- 3.2 Supported Combinations
4 Configuring an Entity View

Overview

LearningBuilder is very flexible and can collect a wide variety of data for a wide variety of things. Entity Views allow an administrator to control which of those fields are displayed when each type of thing is viewed in different parts of the site.

For instance the information that a Practitioner sees when looking at their own Application might be different than what a Reviewer sees when looking at that same Application within a review queue.

Examples of screens managed by Entity Views are:

The “Role Details” panel on the My Account page

The “Role Details” and “Activity Detail” panels on the Learning Plan Overview

The public Member Details page used by the Credential Lookup / Provider Directory feature

Entities, Entity Types, and Attributes

There is a one-to-one relationship between a Workflow and an Entity. You can access the Entity details from the Admin → Workflows → Edit Workflow page:

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

Workflow Type	Entity 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

When you create a new Attribute on the Admin → Workflows → Edit Workflow screen, the Attribute is defined for the Entity Type, not for the Entity.

Thus, if you create an Attribute for one Complete Activity Workflow, you can also add that same Attribute to any other Complete Activity Workflows as well.

This makes it possible for different Workflows of the same type (e.g. two different Application submission Workflows) to operate on the same set of Attribute data.

View Types and Areas

There are 7 different Entity View Types, documented below, each used by a different feature within LearningBuilder.

Those features can appear in the different Areas of LearningBuilder, and an administrator can choose a distinct set of fields for each Area + View Type combination. This provides maximum flexibility by allowing each feature to behave differently based on where in the site it is being used.

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

Entity View Types

Type	Notes

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

Supported Combinations

Entity Type	Area	View Type(s)	Notes

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

To configure an Entity View, go to Admin → Workflows and locate a Workflow related to the Entity you care about.

For example, to modify the fields that show up in the “Roles” panel of the My Account page, locate the Grant Role Workflow for the Role you want to modify, and then click the “edit” icon.

On the Edit Workflow page, click the “Show Details” link in the page header, and then click on the “View Entity Details” link.

On the Entity Details page, you will see a list of all Entity Views that have been configured. There will always be at least one entry in this table for “Default”.

Clicking “Add View” will display a list of all View Type + Area combinations. Pick the one you wish to configure, and then click the “+” icon to add the fields you wish to display for this view.

After enabling the Entity View, the selected fields should begin appearing in the relevant feature and in the specified Area of LearningBuilder.

Preventing Duplicate Activities in a Learning Plan Task Group

Entities for an Activity Instance have an extra setting that can be used to prevent the same Activity from being added more than once to a single Task Group.

For more information see Manage rules governing Activity Instance duplication | At the Entity level

LearningBuilder Documentation

Entities and Entity Views