User Tools

Site Tools


admin_functionality:create_session:step_1_select_entity

This is an old revision of the document!


Step 1 - Selecting an Entity


At this point you will see :

To begin with:

  • Enter a unique tittle name for the session

Now you will have Two options from the Entity Type dropdown;


Single Entity

You will now be shown some extra fields to complete:

Select Entity: This field is where you select from your available entities

View Type: This defines who can view the session you create,You will have 4 options to choose from.

  • All Records: If selected, it considers all the records from the entity for the session. By default, this option is selected.
  • Personal: This will make the session only visible to you, but with the caveat that it can only access data from other personal views that you have created outside of Perfect and Merge.
  • System: This will make the session visible to everyone and have access System views created outside of Perfect and Merge.
  • Shared: This will make the session available to any groups or teams the 365 User is part of.

View: this is where you select what data the session has access to.(This is disabled if All Records is selected).

Include Inactive Records from Dataset: This option is only applicable for the Account and Contact Entities. By default, it is unselected which means the inactive records from Accounts or Contacts won’t be included in the Session. If selected, the inactive records from Accounts or Contacts are considered in the session.


Cross Entity

You will now be shown some extra fields to complete:

Source Entity: Select the relevant entity that you want data to be removed from.

Source View Type: The user should select one of the following view type;

  • All Records: If selected, it considers all the records from the entity for the session. By default, this option is selected.
  • Personal: This will make the session only visible to you, but with the caveat that it can only access data from other personal views that you have created outside of Perfect and Merge.
  • System: This will make the session visible to everyone and have access System views created outside of Perfect and Merge.
  • Shared: This will make the session available to any groups or teams the 365 User is part of.

Source View: this is where you select what data the session has access to.(This is disabled if All Records is selected).

Target Entity: Select the relevant entity that you want to compare the source entity against.

Target View Type: The user should select one of the following view type;

  • All Records: If selected, it considers all the records from the entity for the session. By default, this option is selected.
  • Personal: This will make the session only visible to you, but with the caveat that it can only access data from other personal views that you have created outside of Perfect and Merge.
  • System: This will make the session visible to everyone and have access System views created outside of Perfect and Merge.
  • Shared: This will make the session available to any groups or teams the 365 User is part of.

Target View: this is where you select what data the session has access to.(This is disabled if All Records is selected).

Include Inactive Records from Dataset: This option is only applicable for the Account and Contact Entities. By default, it is unselected which means the inactive records from Accounts or Contacts won’t be included in the Session. If selected, the inactive records from Accounts or Contacts are considered in the session.

Miscellaneous

Back: This will direct you back to the 'Sessions' screen.

Skip to Start: This is only applicable to Cloned sessions.

Next: This will direct you to step 2.

admin_functionality/create_session/step_1_select_entity.1531816532.txt.gz · Last modified: 2018/07/17 08:35 by luke.swanton