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The Default Groups set in the settings menu will automatically be imported, but custom groups can be added by using:
Or Alternatively Default groups from other Entities can be added using:
Note: Groups and Attributes can be re-arranges by using the drag and drop function.
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:
Priority is used to select a weight for the group in the match process.
This column allows you to specify your matching engine.
There are six options available:
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.
This section is where you setup the groups that will be used for matching and scoring of duplicates.
You will see a screen similar to this:
Note: However this will vary depending on entity and what default groups you have setup.
Matching Language: When creating these groups you have the option to choose the matching language. The following can be used:
This option is located:
Display Attributes by: This is located just below the language drop-down, and allows you to filter the display names between the Database Schema Name and a user friendly Display Name.
Display Attributes Sorting: The displayed Attributes can also be sorted in:
This is done by using the drop-down menu available on the 'Entity Attributes' title.
Note: On this same menu under the 'Columns' option, you can also turn on or off the Attribute Icons and Title's.
Attribute Searching: You can filter down the list of attributes by using the search icon:
Note: You must search by title in the display mode you are in
Expand/Collapse all: This button will let you expand all folders or collapse all folders
Delete Selected Item: Pressing this button will delete the current selected item
Refresh: This will erase any changes you make a revert it make to the default.
Back: This will direct you back to step 1
Skip to Start: This is only applicable to Cloned sessions
Next: This will direct you to step 3