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admin_functionality:create_session:step_1_select_entity [2021/03/04 17:53]
conor.doyle
admin_functionality:create_session:step_1_select_entity [2021/03/04 18:02]
conor.doyle
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 {{ :admin_functionality:create_session:first_step_v3.png?800 |}} {{ :admin_functionality:create_session:first_step_v3.png?800 |}}
  
-**Session:** Enter a unique session name.+**1. Session:** Enter a unique session name.
  
-**Match Method:** +**2. Match Method:** 
  
   * Single Field (recommended)   * Single Field (recommended)
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 **Note:** This option will return more matches but is more intensive and may take slightly more time to complete. **Note:** This option will return more matches but is more intensive and may take slightly more time to complete.
  
-**Entity Type:** You will now have two options from the Entity Type drop-down:+**3. Match Type:** You will now have two options from the match type drop-down:
  
-{{ :admin_functionality:create_session:setp_1_2.png?nolink |}}+{{ :admin_functionality:create_session:second_stepv3.png?600 |}}
  
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 ===== Single Entity ===== ===== Single Entity =====
  
-You will now be shown some extra fields to complete:+Once the 'single entity' dropdown has been selected, you will now be shown some extra fields to complete:
  
-{{ :admin_functionality:create_session:setp_1_3.png?nolink |}}+**1. Session Type:** Select 'Standard' for all regular deduplication sessions. For information on other types, please see the 'Create and Link' section of the Wiki.
  
-**Entity:** This drop-down allows you to select from your available entities.+**2. Entity:** This drop-down allows you to select from your available entities.
  
-**View Type:** This defines who can view the session you create, you will have 4 options to choose from:+**3. View Type:** This defines who can view the session you create, you will have 4 options to choose from:
  
 **All Records:** If selected, the session considers all the records from the entity for the session. By default, this option is selected. **All Records:** If selected, the session considers all the records from the entity for the session. By default, this option is selected.
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 **Note:** The source table will be the table in which you make records inactive. **Note:** The source table will be the table in which you make records inactive.
  
 +{{ :admin_functionality:create_session:step4crossentity.png?600 |}}
  
-{{ :admin_functionality:create_session:cross_matchv2.png?nolink |}}+**1. Cross Match:** 
 +  * Across Entity - Compare Records from 2 **entities** against each other ( I.E Lead -> Contact/Account). 
 +  * Within Entity - Compare Records from 2 **views** within the same entity.
  
 +**2. Source Entity:** Select the relevant entity
  
-**Cross Match:** +**3. Source View Type:** You can now select one of the following view type:
-  * Across Entity - Compare Record from 2 entities against each other ( I.E Lead -> Contact/Account) +
-  * Within Entity - Compare Records from 2 Views within the same entity +
- +
-**Source Entity:** Select the relevant entity +
- +
-**Source View Type:** You can now select one of the following view type:+
  
   * **All Records:** If selected, DQ for Dynamics considers all the records from the entity. By default, this option is selected.   * **All Records:** If selected, DQ for Dynamics considers all the records from the entity. By default, this option is selected.
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   * **Shared:** This will make the session available to any groups or teams the 365 User is part of.   * **Shared:** This will make the session available to any groups or teams the 365 User is part of.
  
-**Source View:** this section allows you to select the data that this session has access to (this is disabled if 'All Records' is selected).+**4. Source View:** this section allows you to select the data that this session has access to (this is disabled if 'All Records' is selected).
  
-**Target Entity - Across Entity Only:**  Select the relevant entity that you want to compare the source entity against.+**5. Target Entity - Across Entity Only:**  Select the relevant entity that you want to compare the source entity against.
  
-**Target View Type:** You can select one of the following view type:+**6. Target View Type:** You can select one of the following view type:
  
   * **All Records:** If selected, DQ for Dynamics considers all the records from the entity for the session. By default, this option is selected.   * **All Records:** If selected, DQ for Dynamics considers all the records from the entity for the session. By default, this option is selected.
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   * **Shared:** This will make the session available to any groups or teams the 365 User is part of.   * **Shared:** This will make the session available to any groups or teams the 365 User is part of.
  
-**Target View:** This is where you can select what data the session has access to (this is disabled if 'All Records' is selected).+**7. Target View:** This is where you can select what data the session has access to (this is disabled if 'All Records' is selected).
  
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admin_functionality/create_session/step_1_select_entity.txt · Last modified: 2021/07/06 09:58 by conor.doyle