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Documentation/Administration/Models & Entities/Entities

Entities

Within each model, you create entities. An entity represents a specific type of master data — think of it as a structured table or list. If the model is a filing cabinet, entities are the individual drawers.

What makes a good entity?

An entity should represent one clearly defined type of data. Keep each entity focused on a single concept. Some examples:

ModelEntities
Customer ManagementCustomers, Contacts, Customer Segments
Product ManagementProducts, Product Categories, Brands
Supplier ManagementSuppliers, Contracts, Certifications

Entity hierarchy

Entities can be arranged in a parent–child hierarchy using domain attributes. A domain attribute creates a link from one entity to another, so records in the child entity reference records in the parent. For example:

  • Business UnitZoneCountry
  • ProductProduct Category

This hierarchy defines how data flows through the grid. When editing a Business Unit, you select which Zone it belongs to, and that Zone is linked to a Country.

Key characteristics

  • Each entity has its own set of attributes (columns) that you define
  • Entities have a built-in Code field that serves as the unique business identifier and a Name field
  • Enable Auto-generate Code to let Primentra assign sequential numeric codes automatically when new records are created — users do not need to enter a code manually
  • Permission settings can be configured per entity, giving fine-grained access control
  • Entities can be marked as shared across models, making them available as domain references in other models — useful for common reference data like Countries or Currencies

Create an entity:

  1. Select a model from the sidebar or model list
  2. Click New entity
  3. Fill in: Name and optional Description
  4. Configure toggles: Active, Requires approval, Shared across models, Auto-generate Code
  5. Add attributes (see Attributes below)
  6. Click Save

The Table Name (used in the database and integration views) is auto-generated from the entity name. You can override it manually if needed.

Entity list columns:

ColumnDescription
EntityEntity name and optional description
FieldsNumber of attributes (columns) on the entity
RecordsNumber of data rows stored in the database
ApprovalWhether the entity requires approval workflows
StatusActive or Inactive

All columns are sortable — click a column header to sort ascending, click again for descending, and a third click resets to default.

Reorder entities: Drag the drag handle on any entity row to change its position within the model. You can also use the up/down arrows. The order determines how entities appear in the sidebar and model detail view.

Active / Inactive: When an entity is set to Inactive, it is hidden from regular users and its data cannot be edited through the UI. The data remains in the database — setting an entity to inactive does not delete any data.

Required field behavior: Code and Name are always required. Custom attributes marked as Required enforce validation:

  • Red border appears on empty required cells as soon as the row is modified
  • Save is blocked until all required fields on modified rows have a value
  • The save dialog lists exactly which rows and fields are missing

Note: When you add a new required attribute to an entity that already has data, untouched records are not validated — the requirement only takes effect the next time each record is modified.

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