Section Topics
EdgeEntity Table and Fields
EdgeEntity is the table that contains the entire parent-child hierarchy information among the three Business Edge entities: initiatives, opportunities, and pursuits. This table can used for various rollup reports, including initiative rollups.
Field | Description |
---|---|
CloseDate | The date on which an edge entity was closed. |
CreateDate | The date on which an edge entity was created. |
EntityHierarchyLongName EntityHierarchyShortName |
The hierarchy built based on Level1[Long/Short]Name, Level2[Long/Short]Name, and Level3[Long/Short]Name |
EntityCount | Has a value of 1 for each row of the table. It can be used for aggregating the number of entities. |
EntityID |
The primary key column for the table. This primary key is a pooled Global Unique Identifier [GUID] of the opportunity, pursuit, and initiative table. It has a 1:1 relationship with the unique GUID in each of the three tables, OpportunityID, PursuitID, and InitiativeID. |
EntitySN |
The reformatted serial number for each edge entity so that it can uniquely identify the entity in Business Edge and can be sorted by the serial number within each entity type. The first letter indicates the type of entity: O for Opportunity; P for Pursuit; I for Initiative. |
EntityTitle | The title of an Edge Entity. |
EntityTitleLong | The long version of the entity title that contains unique reformatted serial number to uniquely identify an entity with its title if it exists. |
EntityType | Type of the edge entity: Opportunity, Pursuit, or Initiative. |
Initiative LongTitle | The long version of the title of an initiative that is either the direct/indirect parent of the entity in concern or itself. |
InitiativePursuitOppHierarchyLongName InitiativePursuitOppHierarchyShortName |
|
InitiativeSN | The reformatted serial number for an initiatve that is either the direct/indirect parent of the entity in concern or itself. |
InitiatveTitle | The title of an initiative that is either the direct/indirect parent of the entity in concern or itself. |
Level1EntityType Level1LongName Level1ShortName |
The entity type of the top level entity (iniative, pursuit, or opportunity). The business name of the entity of the top level of the hierarchy [grandparent name]. |
Level2EntityType Level2LongName Level2ShortName |
The entity type of the second/middle level entity. The business name of the entity of the middle level of the hierarchy if it exists [parent name]. |
Level3LongName Level3ShortName |
The business name of the entity of the children level of the hierarchy if it exists [child name]. |
ModifiedDate | The date on which an edge entity was modified. |
OpenDate | The date on which an edge entity was opened. |
OpportunityLongTitle | The long version of the title of an opportunity. |
OpportunitySN | |
ParentEntityID | GUID of the direct parent of an edge entity if it exists. |
ParentType | Type of the direct parent of an edge entity if it exists [Pursuit or Initiative]. |
PursuitLongTitle | The long version of the title of a pursuit that is either the direct parent of the entity in concern or itself. |
PursuitSN | The reformatted serial number for a pursuit that is either the direct parent of the entity in concern or itself. |
PursuitTargetCompany | The name of the target company for a pursuit that is either the direct parent of the entity in concern or itself. |
PursuitTitle | The title of a pursuit that is either the direct parent of the entity in concern or itself. |
PursuitType | The type of a pursuit that is either the direct parent of the entity in concern or itself. |
SerialNumber | The serial number of an entity. |