Within Entity Management, click the New Entity button on the left hand side of the interface and you should see the following options:

Function Description
List Title This is the name which will appear in the main navigation bar at the top when accessing the entity e.g Contacts. Typically the record plural.
List Description This optionally describes the container within SharePoint for reference. It is not displayed within SharePortals.
Entity Name The name entered here will be displayed on the ‘Add’ button when creating a new record, and will set the primary ‘Title’ field e.g Contact. Typically the singular instance of a record.
Allow this entity to be related to other entities Determines whether you can later configure this entity to be related to other entities, which appears to the user within the ‘Related Records’ panel of a record.
Add this entity to the navigation Used to add to the purple bar at the top of the SharePortals interface without an additional configuration step.

Last Modified: 2021/09/16


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