Learn how to configure profile clone functionality in the UI Modeler.

Before you can clone profiles, you must add the clone configuration to the entity UI configuration file in UI Modeler. This configuration determines which entity types, attribute values, and relationship types are copied during profile cloning.

Prerequisites

Before you continue, make sure the following prerequisites are met:

• You must have access to the Console application in your tenant.

• A JSON editor you can use to update the exported file.

To add profile cloning functionality to your tenant:

1. From the Reltio Console, select UI Modeler.
2. In the UI Modeler page, from the left navigation pane, select Import/export UI config files. The UI configuration file name is displayed, along with the last update date and last updated by details.
3. Hover over the file name and select Export from the options displayed. The JSON file is exported to your local system. For more information, see topic Exporting UI Configuration Files.

   

4. Open the downloaded file in a JSON editor.
5. Go to the Profileband section, navigate to the relevant entity type and add the details you want to copy while cloning a profile.

   "profileBand": {
     "cloneAction": [
       {
         "entityTypeUris": ["configuration/entityTypes/HCP"],
         "attributeReplacementMapping": {
           "attributes/Name": "Copy of {value}",
           "attributes/ID": null
         },
         "relationshipTypesToCopy": [
           "configuration/relationTypes/HasAddress"
         ]
       }
     ]
   }

   1. Specify the entity types that must be copied into the cloned profile. For example, "entityTypeUris": [ "configuration/entityTypes/Contact", which will copy details of the Entity type Contact.
   2. Add the attributeReplacementMapping section and specify the list of attributes whose value you do not want to copy, in the following format: "attribute/attributename":"value", where the attributename is the name of a specific attribute such as FirstName or Age. The value is the specific content to include.
      Note: If the role and/or group the user is assigned to has the Create permission for the entity type but not for some of the attributes, then set these attributes to null here to avoid any errors during cloning.
   3. Specify the relationship types you want to copy when you clone a profile. For example, "relationshipTypesToCopy": ["*"]. The following options can be used to copy relationships:
      • [*] - copy all relationship types
      • [] - copy no relationship types
      • [uri1, uri2] - copy the specified relationship types
   4. Save and close the file.
6. In the UI Modeler, in the Import/export UI config files page, select the entity's configuration file and then select Import and replace. For more information, see topic Importing UI Configuration Files.