Creating Universe Linked Objects

As of the 7.3.1 release, additional objects have been added to the All Order Entry, Customer,  Committee, and Fundraising universes, which provide the capability to navigate to a particular record in Personify360 from the Data Analyzer report. Once the object has been added to a report and the report has been saved, the object will be displayed as a hyperlink in the report. Clicking the hyperlink on the report will take you to the appropriate record in Personify360.

The report must be in View mode only for the hyperlinks to work.

As of 7.6.1 and BI 4.1 SP7, by default, Data Analyzer will open in your default web browser. This can be changed in the back office config file if you want to open Data Analyzer within Personify360 Operations. Linked objects will only work when Data Analyzer opens within Personify360 Operations.

For example, if you create a report using the Link to Ship Customer object (see table below), the link will take you to the ship-to customer’s record in Customer Central.

If an alias has been configured to open a specified screen, the linked object will open the defined screen. For example, if the XYZ Persona has been defined to open CUSExpress instead of CUSCentral, when you click the linked object, the customer will be displayed in CUSExpress.

The following objects have been added:

Class

Object

All Order Entry Universe

Frequently Used

Link to Ship Customer, Link to Bill Customer, Link to Order

General Order Info

Link to Order

Customer Info > Ship-To Customer Info

Link to Ship Customer

Customer Info > Bill Customer Info

Link to Bill Customer

Customer Universe

Frequently Used

Link to Customer

Customer Name Info

Link to Customer

Committee Universe

Committee General Info > Committee Detail

Link to Committee

Fundraising Universe

Frequently Used

Link to Donor, Link to Donation

Donation Info

Link to Donation

Donor/Prospect (Constituent Info)

Link to Constituent

A new linked objects can be created from an existing object OR a new object can be created.

See Also:

·            Linking Universes

·            Creating a Linked Object from an Existing Object