Link multiple ERP (Enterprise Resource Planning) tables from the system of record to build an ERP model in ERP Canvas using joins.

Before you begin

Role required: sn_erp_integration.erp_admin, sn_erp_integration.erp_user

About this task

Table joins link different tables through shared fields. Joins enable you to access data from multiple tables based on logical relationships between them. The relationship can be conditional, which you specify using join conditions.

Join fields defines the common attribute or key used to connect records in a child table with their corresponding parent records.

Procedure

  1. Navigate to All > ERP Canvas > ERP Canvas Home.
  2. Open the ERP model page by selecting the ERP model icon (ERP model icon) in the side panel.
  3. Select the ERP model name for the model that you want to add table joins and join conditions to.
  4. Select the Joins tab while viewing the table details.
  5. Select the New button.
  6. On the form, fill in the fields.
    Table 1. Join table fields
    Field Description
    Parent join field Field on the parent table that establishes the relationship with the child table.
    Child join field Field on the child table that establishes the relationship with the parent table.
    The ERP model and Entity type aren't editable.
  7. Select Save.
  8. Select the Table fields tab to view table fields in the ERP model and note which fields are available to add to remote tables.
    When you add an ERP table to an ERP model, the Now Platform automatically creates a natural language alias for the table fields.
  9. Select the Join conditions tab to view join conditions.
  10. Build conditional relationships between tables by adding a new join condition.
    1. Select New on the Join conditions tab.
      Figure 1. ERP Canvas adding a join condition
      Adding a new join condition to an ERP model
    2. On the form, fill in the fields.
      For a description of the field values, see ERP Canvas table join conditions field descriptions.
    3. Select Save.

Result

After you build an ERP model, work with remote tables to customize which fields to include. For more information, see Using ERP remote tables in ERP Canvas.