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Configure your profile perspective for an entity type

Learn how to configure your Profile perspective for a specified entity type.

In the UI Modeler, configure your Profile perspective for a selected entity type.

Watch this video to learn to add and configure facets in profile pages in the UI Modeler.

To configure your profile perspective:
  1. In the Console, click UI Modeler.
  2. In the UI Modeler page, select the entity type under Profile pages. For example, select Practitioner to configure the profile page for entities of type practitioner.

  3. Select the Profile band (A in the image above) to configure the profile band for your profile view.
    Note: Unlike all other facets, the properties of the Profile band are global. While configuring, take into consideration that your settings apply to all Profile pages of the selected entity type in your tenant.
    1. Configure the following in the right pane, in the Properties tab:

    2. Select Show Entity ID if you want to display the Entity ID of the entity in the profile band.
  4. In the right pane, click the Page Properties tab.

    Select the perspective that you want to include in your profile page.

  5. In the right pane, under Libraries, select a chart that you want to include in your Profile perspective. For example, select the Relations View chart.

  6. Drag and drop it into the middle pane, in the exact location you want it on your profile page.
  7. Click the newly added chart or map and in the Properties tab, configure the facet with the required information.

    Once you have configured your facet, Reltio checks for inconsistencies and omissions. For example, you cannot leave the Caption blank or having conflicting values. In such cases, you will see an error message for the field, as shown below:

  8. After configuring the required charts, click Publish and then select one of these options:
    1. Publish - Select this option to publish the changes to the tenant you are currently logged into.
    2. Publish As - Select this option to publish the changes to a different tenant. A list of tenants are displayed, from which you can select the required tenant.