Introduction

Entity is a customized object created to record additional information required for your operations.

Samples of Entities:

Open

Prerequisites

In order to work with Entities, you will need below permissions:

• View entities

• Create entities

• Update entities

• Delete entities

Entity

Entities can only be configured by our support team. Please contact us when you need to create a new entity on Seamless

After an Entity is configured properly you will be able to find it under Entity Menu.

Open

Create an Entity Record

• To create an Entity Record you will need to access that Entity List (in example it is an Inspections)

• On Record List of that Entity, click on New Record button

Note: The record list is a configurable table to show desired information related to your Entity

• System will open create new entity record popup.

Note: Create New Record popup is also configurable to record required information for your Entity. In example, it is information of an inspection.

• Fill in required information and click save.

Update an Entity Record

• To update an Entity record, just click on the edit button on Record List

• System will open Record Update screen

Note: Record Update screen is also a configurable screen to record required information for your Entity. In the example, it is information of an inspection.

• Update the specific record and click Save.