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--- admin_functionality:create_session:step_1_select_entity [2021/07/06 09:55]
conor.doyle
+++ admin_functionality:create_session:step_1_select_entity [2021/07/06 09:58]
conor.doyle
@@ Line 50: / Line 50: @@
 ===== Single Entity =====
-=== Dynamics Customers ===
+==== Dynamics Customers ====
 Once the 'single entity' dropdown has been selected, you will now be shown some extra fields to complete:
@@ Line 58: / Line 58: @@
 **2. Entity:** This drop-down allows you to select from your available entities.
-**3. View/Report 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.
@@ Line 66: / Line 66: @@
 **View:** This is where you select what data the session has access to (this is disabled if **All Records** is selected).
+==== Workbooks Customers ====
+Once the 'single entity' dropdown has been selected, you will now be shown some extra fields to complete:
+**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.
+**2. Entity:** This drop-down allows you to select from the Organisation or People Entities.
+**3. Report Type:** This defines who can view the session you create, you will have 2 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.
+  * **Report:** This will make the session only visible to you, but with the caveat that it must be created and placed under the 'DQ'report category.
 ----

DQ for Dynamics™/DQ for Workbooks Wiki

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