Display & Auto Fill Settings will be used for the following three purposes:
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:
Please follow the following guides for the respective entity setup.
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:
Display Attributes By: You can toggle the list of attributes of the selected entity either by
Display Group Configuration:
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:
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.
These settings will be used to define the rules against any attribute section/group/field for the conditions below:
Clicking on the ‘Group Rules’ hyperlink, below pop-up window will appear:
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 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:
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’.