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As per the global setting applied, the list groups will appear here. If needed, you can update this section for the current session.
Default groups in the 'Settings' menu will be imported automatically, however custom groups can be added by using:
Alternatively, default groups from other entities can be added using:
Note: Groups and attributes can be re-arranged 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 allows you to 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 the 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 the title of the display mode you are in.
Expand/Collapse all: This button will let you expand all folders or collapse all folders
Delete Selected Item: Clicking 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.