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admin_functionality:create_session:step_2_set_attribute_groups

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Step 2 - Setting the Attribute Groups


Field Group Configuration


Field Groups Column

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.


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:

  • Exact
  • Very High
  • High
  • Medium
  • Normal

Priority is used to select a weight for the group in the match process.


Match Key Column

This column allows you to specify your matching engine.

There are six options available:

  • DQ Fonetix (Recommended)
  • DQ Metaphone
  • DQ Soundex
  • Metaphone
  • SoundEx
  • No MatchKey

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.


Miscellaneous Features

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:

  • English
  • French
  • German
  • Italian
  • Spanish

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:

  • Ascending A-Z
  • Descending Z-A

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.

Hover Actions:

  • Hovering over an attribute in 'Display Name' mode will give a tool-tip containing that Attributes 'Schema Name' and vice versa when in 'Schema Name' mode.
  • Hovering over an Attribute's Icon will give a tool-tip containing the type of that Attribute.

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

admin_functionality/create_session/step_2_set_attribute_groups.1532007646.txt.gz · Last modified: 2018/07/19 13:40 by conor.doyle