User Tools

Site Tools


admin_functionality:settings:set_display_and_auto_fill

Display & Auto Fill

Display & Auto Fill Settings will be used for the following three purposes:

  1. To select the information (attributes) to be displayed in the Record Review Screen.
  2. To apply the Group and Attribute Rules to be used in the Auto Fill process at the group and session level.
  3. To select the information that will be checked for exact matching at the time of Auto Merge process at group and session level.

Navigation:

To Access the Display & Auto Fill settings screen Click the 'Settings' button in the top right of your screen, then click ‘Display & Auto Fill’, you will now see:

Entity Selection

  1. Entity Type:
    1. Single (Account/Contact or Lead)
    2. Cross (Lead to Contact or Lead to Account)

Please follow the following guides for the respective entity setup.


Single Entity

Once the Display & Autofill single entity option has been selected, you will be able to make the following selections:

Entity: Select the Entity from the drop down for which you want to set the ‘Display & Auto Fill’ settings. Select between 'Account/Contact or Lead.

Attribute Type: You will able to filter the attributes by selecting from multiple data type categories.

Entity Reference: Allows you to display the Entity Reference Attributes in the ‘Review Screen’. You can select one of the following:

  • Name (default): Displays the name of the attribute only. By default, ‘Name’ is selected.
  • ID: Displays the ‘ID’ as the Attribute value.
  • Both: Displays both the ‘Name’ and ‘ID’ as the Attribute values [Ex. For Owner Field: John Mirror (5cc85de1-22a9-49b7-24fe)]

Display Attributes By: You can toggle the list of attributes of the selected entity either by

  • Display Name or
  • Schema Name

Entity Attributes:

  • Attributes will appear on the left hand side for each entity selection with the icons in ASC order. Hover the mouse on the icon and it will display the respective type of attribute.
  • You can sort the attributes in ASC or DESC order.
  • If Attributes are listed by ‘Display Name’, hover the mouse on the Attribute Name and you will able to see the ‘Schema Name’ for the respective attribute and vice-versa.
  • You can search the required Attribute/Rule Option from the list by using Keyword Search feature. Please note - If the Attributes are listed by ‘Display Name’, you can search only by the keywords for ‘Display Name’ and not by the keywords for ‘Schema Name’ and vice-versa.
  • You can drag and drop the attribute(s) under these section(s). Any attribute/field can be associated with single section.
  • Attribute(s) associated with the section will be highlighted in different colour.

Display Group Configuration:

  • Display Groups: Displays the list of all the sections you have added. Double click on the 'Section Name' to edit the section name. You can move section(s) as well attribute(s) in upward and downward direction to change the display order in the DQ for Dynamics/Workbooks output screen.

  • Expand All: Select the arrow on the top right selection of the page.
  • New Display Group: Select the plus icon on the top right section of the page.
  • Delete: Select the bin on the top right section of the page.
  • Refresh: Refresh the settings to the last saved settings.

Across Entity

This functionality allows you to cross compare entities for duplicate records. There are a few small changes to be made in the setup but the fundamental functions are the same as a single entity configuration.

Entity Type: For this incidence select 'Across Entity' from the drop-drop.

Source Entity: Select 'Lead' Entity as this will be the entity from which you will be using to check for duplicates in the target entity.

Target Entity: Select either 'Account' or 'Contact' for the entity which you want to use for checking against your source

Entity Reference: There are three options:

  • Name: Display the data from found duplicate.
  • ID: Display the ID of the found duplicate.
  • Both: Display both.

Now, you will be able to select attributes for the Across Entity match.

Your pre mapped fields will be shown on the left hand side section of the page. To alter the mapping for this match session, double click on the attribute name and you will get a list of dropdown values to select. This will look like this:

Drag and drop into a folder, the same way you would for a cross entity session.


Auto Fill Rules

These settings will be used to define the rules against any attribute section/group/field for the conditions below:

  • A ‘Group Rules’ hyperlink will appear against the section/group and a ‘Attribute Rules’ hyperlink will appear against the field/attribute.
  • If no rules have been assigned at Group level, the 'Group Rules' icon will appear in a light green colour. When a rule is applied the icon will turn a dark green colour.
  • If no rules have been assigned to an Attribute, the 'Attribute Rules' icon will appear in a light blue colour. When a rule is applied the icon will turn a dark blue colour.
  • If you define a rule at group level then all attribute based rules will be overridden and the ‘Attribute Rules’ hyperlink will be greyed out against these fields.
  • Session level display and Auto Fill settings will override the Global Level Display and Auto Fill Settings. Also note, users cannot drop the same rule more than once.
  • If you want to apply specific rules against fields/attributes where a group rule has been applied, then the group rules will need to be removed via the ‘Group Rules’ hyperlink. When the Group Rules have been removed, then the ‘Attribute Rules’ hyperlink will be enabled allowing you to define the attribute rules. A prompt will be shown to you while updating/modifying the rules configuration.

Group Rules

Clicking on the ‘Group Rules’ hyperlink, below pop-up window will appear:

  • Currently, there are three rules that can be applied to a group of attributes. They are as follows:

Group Completeness - Select the group that contains the most/least values within this specific group.

Modified on - Selects the group by analysing the Newest/Oldest modified date. (This is decided by interrogating the default ModifiedOn attribute value.

Created on - Selects the group by analysing the Newest/Oldest created on date. (This is decided by interrogating the default CreatedOn attribute value.

Related Attribute (NEW) - Group selection is decided upon another attribute value.


Attribute Rules

Attribute rules are rules applied to select the best data in a particular field. The rules vary dependant upon the data type to provide you with the functionality you need to automate the reallocation of data in an automated process.

Rather than go through each data type individually, here is a description of all the Auto-fill rules. Some rules are specific to each data type, some are generic.

Once you click on the 'Attribute Rules' Icon, you will receive a pop up like this:

You will then be able to drag and drop specific rules and build up your Attribute level auto fill rules. They are as follow:

  • Occurrence: Most or Least Occurring Value
  • Length: Longest/Shortest Value
  • String Value: Set to 'No/N/0/-1' or 'Yes/Y/1'
  • Unique value populates an empty field: Any value will populate this field on the master record
  • Related Attribute: Field value selection is made upon the criteria of another field value
  • Modified On: Newest/Oldest date
  • Default Value: Set a Default
  • Equal: Select if value equals the value defined
  • Contains: Select field value if it contains 'x'
  • Begins With: Select field value if it begins with 'x'
  • Ends With: Select field value if it ends with 'x'
  • Contains Data: Select value if it contains data and the master does not
  • Hierarchy of Values: Define winning values by selecting and ordering a hierarchy of values
  • Default Value if Null: Set to 'x' if null
  • Regular Expression: Analyse a string pattern and format accordingly
  • Boolean: True/False
  • Date: Newest/Oldest Value
  • Number: Highest/Lowest Value
  • Merge and Dedupe Multi-Select Values: Merge Multiselect values and then deduplicate values
  • Retain Master Values: Only retain master record values on a multi select option set when merged
  • Image: No Auto-Fill Rules Available

The radio buttons are the final configuration steps needed to finalise.

Show on DQ for Dynamics/Workbooks: This setting will be used to determine the attributes to be displayed in the DQ for Dynamics/Workbooks Review Screen. By default, the checkbox will be checked against a section/group as well as its field attributes. If required, you can uncheck the checkbox to hide the attribute from DQ for Dynamics/Workbooks Review Screen. You can also uncheck the display checkbox against a section/group and the entire section/group including its attributes will be hidden from the DQ for Dynamics Review Screen.

Exclude Update: Select this option to restrict the attributes so that they cannot be updated on DQ for Dynamics/Workbooks Review Screen using ‘Manual Fill’ or ‘Auto Fill’ Process.

Use for Auto Exact & Merge: Select this option to consider the attributes for the Auto Exact & Merge process on the DQ for Dynamics/Workbooks Review Screen. If all the checked attributes are exactly the same as the Master Record, all associate duplicates are “Auto Accepted” and “Auto Merged” with The Master Record and De-activated in the Auto Exact & Merge Process.

Ignore Nulls for Auto Exact & Merge: This option is selected by default and ignores null matches while processing ‘Auto Exact & Merge’. If you want to consider null fields as exact matches, uncheck the checkboxes for the respective fields provided the field is used for ‘Auto Exact & Merge’.

admin_functionality/settings/set_display_and_auto_fill.txt · Last modified: 2021/07/06 09:43 by conor.doyle