Procedure: How to Create a Business View Using the Metadata Canvas
  1. From the Content group, click Data and then click Synonym via Metadata Canvas. Select a master file and click OK.
  2. Right-click a segment, select Insert, and then Reference to Existing Synonym.
  3. From the Insert Reference to Existing Synonym dialog box, select the synonym for which you want to create a Business View.

    The referenced file is added to the new synonym and its fields are visible in the left frame.

  4. Select Business View from the Tools group to open the Business View panel.

    Note: A Business View Master File may contain only one root folder.

    Tip: Right-click a node in Business View and select Properties to open the Properties panel and view additional information for items selected in the Business View pane. Use the Properties pane to change titles, descriptions, or field names. Items that cannot be edited are grayed out.

  5. In the Business View panel, right-click the file name and select Create Default Business View or New Folder.

    The Create Default Business View option duplicates the segments and fields that are available in the Master File. You can reorganize the view as necessary. The New Folder option creates a root folder to which you can add fields from the Master File on the left pane by selecting them and then dragging them inside the folder. You can create additional folders to create the structure you want.

  6. To add additional folders for the Business View, right-click the Business View root folder that was created in the Business View pane and select New Folder.

    Note: Multiple subfolders can be created and folders may be empty for organizational purposes.

  7. Select fields from the Master File on the left and drag them to the appropriate folder in the Business View pane. Press the Shift or Ctrl key while selecting multiple fields.

    Note: If needed, fields may be duplicated by placing them in multiple folders, but any given folder may contain a field only once.

    The selected fields appear in the Business View pane.