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admin_functionality:create_session:step_1_select_entity

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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 ===== ===== Single Entity =====
  
-=== Dynamics Customers ===+==== Dynamics Customers ====
  
 Once the 'single entity' dropdown has been selected, 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:
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 **2. 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.
  
-**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. **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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 **View:** This is where you select what data the session has access to (this is disabled if **All Records** is selected). **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.
  
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admin_functionality/create_session/step_1_select_entity.txt · Last modified: 2021/07/06 09:58 by conor.doyle