Data elements and policies
Reference for Data elements and policies in Wholechain Settings.
At a glance
| Item | Detail |
|---|---|
| Purpose | Define Key Data Elements (KDEs) and apply them through Data Policies. Template Attributes is the legacy equivalent. |
| Applies to | The whole account. |
| Where to find it | Organization Settings > Data Element Library and Organization Settings > Template Attributes; Data Policy sections under Master Data Settings > Trade Item and Location. Click the gear icon at the top of the Trade Items or Locations page to open that tab, or open Settings with the gear icon at the bottom of the left-hand navigation bar or the Settings button on the Dashboard. |
| Prerequisite | Data Policy switched on for the whole account under Organization Settings > Account (see Account), Compliance (Admin only). |
| More detail | Concepts and configuration are covered in the Data elements and policies guide. |
Data Element Library
| Column | Description |
|---|---|
| Field Name | Technical field name. |
| Display Name | Name shown to users. |
| Value Type | String, Number, Date & Time, Boolean, or Lookup. |
| Lookup dataset | Dataset for Lookup KDEs. |
| Default Realization | Default realization target. |
| Default Sharing | Default sharing behavior. |
| Default Propagation Targets | Default propagation targets. |
A count of custom KDEs appears above the table. Add KDE opens a drawer; selecting a row opens Edit KDE.
| Field | Req. | Values | Default |
|---|---|---|---|
| Field Name | Yes | Text | None |
| Display Name | Yes | Text | None |
| Value Type | Yes | String; Number; Date & Time; Boolean; Lookup | None |
| Default Realization Target | No | Resource; PropagatedValues | Resource |
| Default Sharing Behavior | No | None; Read; Write | None |
| Default Propagation Targets | No | Event; Label; PurchaseOrder; ProductInstance (multi-select). Operational resources that receive a KDE value when a policy does not override the targets. | No targets selected |
| Action | Behavior |
|---|---|
| Save or cancel | Available in Edit KDE. |
| Delete (three-dot menu) | Opens a dialog "Delete this KDE?" with Cancel and Delete. |
Data Policy on Master Data pages
| Page | Tab and sub-tab | Policy table |
|---|---|---|
| Trade Items | Trade Item tab and its Trade Item Groups sub-tab | KDE: Name, Enforcement, Realization, Sharing |
| Locations | Location tab and its Location Groups sub-tab | Same |
Add KDE adds a policy. An empty table reads "No policies configured". Policies can apply KDEs to all Trade Items, Trade Item Groups, all Locations, or Location Groups.
| Level | Where configured |
|---|---|
| Universal (all Trade Items or all Locations) | Trade Item or Location tab |
| Group-level | Trade Item Groups sub-tab (of the Trade Item tab) or Location Groups sub-tab (of the Location tab), and the Data Policy tab of the group drawer. A group policy is a sub-group of the universal policy. |
| One Trade Item or Location | The details drawer of that record only |
Template Attributes (legacy)
Legacy feature planned for replacement by Data Policies. Use KDEs and Data Policies for new configuration.
| Column | Description |
|---|---|
| Field | Attribute display name. |
| Property Name | Attribute property name. |
| Field Type | For example Text or Date. |
| Values | Allowed values, if any. |
| Standard | For example ILMD. |
| Namespace | For example GDST or CBV. |
Built-in optional attributes mainly support fishing-event data and GDST requirements. Add Attribute opens a drawer.
| Field | Req. | Values |
|---|---|---|
| Field | Yes | Text |
| Property Name | Yes | Text |
| Field Type | Yes | Text (default), Number, Dropdown, Radio Button, Date |
| Standard | No | ILMD or Extension |
| Namespace | No | Custom (default), GDST, or CBV |
Rules
| Rule | Behavior |
|---|---|
| Prerequisite | Data Policy must be switched on for the whole account under Organization Settings > Account, Compliance (Admin only). |
| Defaults | New KDEs default to realization target Resource, sharing None, and no propagation targets. |
| Individual KDE | A KDE for one Trade Item or Location is added in that record's details drawer. |
| Values | Values are always entered on the individual record. |
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