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admin_functionality:create_session:step_2_set_attribute_groups

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admin_functionality:create_session:step_2_set_attribute_groups [2021/03/04 20:04]
conor.doyle 		admin_functionality:create_session:step_2_set_attribute_groups [2021/03/04 20:15]
conor.doyle
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 **Include for Matching:** With the help of a checkbox feature, you can configure the ‘Include for Matching’ to select the attributes to be used for matching purposes. By default, the group is included for matching. You do have the option to uncheck the group and mark it as excluded. The groups which are not included for matching are still used for percentage scoring. **Include for Matching:** With the help of a checkbox feature, you can configure the ‘Include for Matching’ to select the attributes to be used for matching purposes. By default, the group is included for matching. You do have the option to uncheck the group and mark it as excluded. The groups which are not included for matching are still used for percentage scoring.
  
- 
----- 
-==== Include For Matching Column ==== 
- 
-Each group has a checkbox, if you disable matching for a group, it will not be used in the search for duplicates but will still be used to assess its overall duplicate score. 
- 
-**Note:** At least one group must be included for matching.  
  
 ---- ----
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 After you have selected your desired Entities from Step 1, you will be presented with a screen similar to this: After you have selected your desired Entities from Step 1, you will be presented with a screen similar to this:
  
-{{ :admin_functionality:create_session:1.2.png?600 |}}+{{ :admin_functionality:create_session:xentityv3.png?800 |}}
  
 To start the process you must first go through and assign your related fields from the entities: To start the process you must first go through and assign your related fields from the entities:
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 {{ :admin_functionality:create_session:cross_ent_step_2_2.png?nolink |}} {{ :admin_functionality:create_session:cross_ent_step_2_2.png?nolink |}}
  
-**NOTE:** Attributes map have already been manually mapped on the [[admin_functionality:settings:map_entities|Across Entity Mapping]] page, or Auto mapped on the [[admin_functionality:settings:map_entities_setup|Map Entities Setup]] page.+**NOTE:** Attributes map have already been manually mapped on the [[admin_functionality:settings:map_entities| Across Entity Mapping Page.]]
  
-Next, you must add attributes to a group folder. This can be in custom groups or default groups:+---- 
 +**Page Functions:**
  
-{{ :admin_functionality:create_session:step_2_5.png?nolink |}}+{{ :admin_functionality:create_session:functions.png?200 |}}
  
-{{ :admin_functionality:create_session:1.4.png?300 |}} +  * **1. Expand All -** Expand all match groups 
- +  * **2. Add Match Group -** Add existing match group or create a new group 
-**Note:** Any default grouping you have made in the settings menu will be imported. See the **[[admin_functionality:settings:set_attribute_groups| Set Attribute Groups Guide]]** for more detail. +  * **3. Delete -** Tag and then remove match groups 
- +  * **4. Refresh -** Refresh to pre saved settings
-Alternatively, default groups from other entities can be added using: +
- +
-{{ :admin_functionality:create_session:step_2_6.png?nolink |}}+
  
 **Note:** Groups and attributes can be re-arranged by using the drag and drop function. **Note:** Groups and attributes can be re-arranged by using the drag and drop function.
  
 ---- ----
-==== Field Groups Column ====+==== Priority Column ====
  
-This column contains the Attribute from the Source Entity+By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group.
  
----- +{{ :admin_functionality:create_session:priority_cross_entity.png?800 |}}
-==== Target Column ==== +
- +
-This column contains the Attribute from the Target Entity +
- +
----- +
-==== Priority Column ==== +
- +
-By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group. The 'Priority' drop-down will have five values:+
  
 By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are: By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are:
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   * Medium   * Medium
   * Normal   * Normal
-  * + 
 +Priority is used to select a weight for the group in the match process.
  
 ---- ----
admin_functionality/create_session/step_2_set_attribute_groups.txt · Last modified: 2021/03/04 20:17 by conor.doyle

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