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admin_functionality:settings:set_display_and_auto_fill

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admin_functionality:settings:set_display_and_auto_fill [2021/03/04 17:30]
conor.doyle
admin_functionality:settings:set_display_and_auto_fill [2021/07/01 11:24]
conor.doyle
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 **Display Group Configuration:** **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 output screen.+  * **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.
  
 {{ :admin_functionality:settings:display_group_config.png?800 |}} {{ :admin_functionality:settings:display_group_config.png?800 |}}
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 Clicking on the ‘Group Rules’ hyperlink, below pop-up window will appear: Clicking on the ‘Group Rules’ hyperlink, below pop-up window will appear:
  
-{{ :admin_functionality:settings:group_rulesv3.png?600 |}}+{{ :admin_functionality:settings:group_rulesv3.png?800 |}}
  
   * Currently, there are three rules that can be applied to a group of attributes. They are as follows:   * Currently, there are three rules that can be applied to a group of attributes. They are as follows:
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 ---- ----
-==== Attribute Rules ==== 
- 
-  * Similarly, when you click on the “Attribute Rules” hyperlink, ‘Apply Attribute Rules’ pop-up window will appear as shown below: 
- 
-{{ :admin_functionality:settings:43.png?nolink&400 |}} 
- 
-  * For the attribute data type, list of rules will appear in the left grid. You can drag & drop the rules from the left to the right hand side, then define the parameters. 
- 
-{{ :admin_functionality:settings:44.png?nolink&400 |}} 
- 
-  * **Option Set:** For all the Option Set type attributes, you can set the Auto Fill rule by managing the priorities for all the set values. Unique values with the highest priority will win. 
- 
-{{ :admin_functionality:settings:rulesoptions_heirarchy_1.png?nolink&400 |}} 
- 
-  * **Boolean Type:** For all the Boolean type attributes, you can set the parameter as 'Yes' or 'No'. You can select a  checkbox to allow the population of unique value from duplicates to master if rule fails.  
- 
-{{ :admin_functionality:settings:301_1.png?nolink&400 |}} 
- 
-  * **Date Type:** For all the Date type attributes, you can set the parameter as 'Newest' or 'Oldest'. The unique field satisfying the rule will win. 
- 
-{{ :admin_functionality:settings:302_1.png?nolink&400 |}} 
- 
-  * **Number Type:** For all the Number type attributes, you can set the parameter as 'Highest' or 'Lowest'. The unique field satisfying the rule will win. 
- 
-{{ :admin_functionality:settings:303_1.png?nolink&400 |}} 
- 
-  * **Memo Type:** For all the Memo type attributes, you can set the parameter as 'Append' or 'Prepend'. The unique field satisfying the rule will win. 
- 
-{{ :admin_functionality:settings:304_1.png?nolink&400 |}} 
-  
-  * **Look Up** 
- {{ :admin_functionality:settings:autofill_lookup_rules.png?nolink&500 |}} 
- 
-  * **Look Up - Hierarchy of Values** 
- 
-{{ :admin_functionality:settings:lookup_value_edititor.png?nolink&500 |}} 
- 
-Look-up View Type:  
-  * All records – will show all related records containing the dragged attribute. 
-  * Personal – will allow user to select one view from multiple personal views. 
-  * System – will allow user to select one view from multiple system views. 
-  * Shared – will allow user to select one view from multiple shared views. 
-  
-Look Up Usage: 
- Once you have selected your values you can assign a priority by using Up, Down, First, Last buttons. 
-  
-Your selected values will have priorities such as: 
-  * A Dui Crass Ltd - 3 (Top of list in popup) 
-  * A Ltd - 2  
-  * A Dui Ltd - 1 (Bottom of list in popup) 
- 
-If you were to give a score of 10 to the Lookup rule then,  
-  * For the record which contains value A Dui Crass Ltd then the score will be 10*3=30 
-  * For the record which contains value A Ltd then the score will be 10*2=20 
-  * For the record which contains value A Dui Ltd then the score will be 10*1=10   
- 
- 
- 
-**No Field Rule:** Some attributes are exempt from Auto Fill Rules. If you are trying to add the field rule on such attribute, you will get the following pop-up message. 
-E.g. ‘Version Number’ attribute from Account Entity. 
- 
-{{ :admin_functionality:settings:305.png?nolink&300 |}} 
- 
-**Image:** User can drag and drop an image attribute on to master record. On hover the user will get a exploded view of the image for closer inspection.  
- 
-**Show on DQ for Dynamics:** This setting will be used to determine the attributes to be displayed in the DQ for Dynamics 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 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 Review Screen using ‘Manual Fill’ or ‘Auto Fill’ Process. 
- 
-{{ :admin_functionality:settings:45.png?nolink&600 |}} 
- 
-**Use for Auto Exact & Merge:** Select this option to consider the attributes for the Auto Exact & Merge process on the DQ for Dynamics 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’. 
- 
----- 
-===== Miscellaneous Functions ===== 
- 
- 
-  * **Expand/Collapse All:** You can use these buttons to ‘Expand All’ and ‘Collapse All’ attribute groups. 
- 
-{{ :admin_functionality:settings:expand2.png?nolink&75 |}} 
- 
-{{ :admin_functionality:settings:retract.png?nolink&75 |}} 
- 
-  * **Delete:** You can select attribute group(s) or attribute(s) and then highlighted group(s)/attribute(s) can be removed by selecting: 
- 
-{{ :admin_functionality:settings:delete.png?nolink&75 |}} 
- 
-  * **Refresh:** Refresh button will be used to refresh the page manually. 
- 
-{{ :admin_functionality:settings:refresh.png?nolink&75 |}} 
- 
-  * **Save:** You must click the ‘Save’ button to save changes. 
- 
-{{ :admin_functionality:settings:save.png?nolink&50 |}} 
- 
-  * **Reset:** You can also click on the ‘Reset’ button before clicking the ‘Save’ button. The ‘Reset’ button can be used to revert these changes. 
- 
-{{ :admin_functionality:settings:reset.png?nolink&50 |}} 
- 
----- 
- 
-**Note:** To configure a rule against any single attribute, it is mandatory first to create the section/group and then drag and drop the required attribute inside the section/ group. Only then rules can be configured against the single attribute. A single attribute or multiple attributes will always be present under the sections/ groups. Applying a rule on the single attribute or section/group level will be mandatory regardless of the ‘Show on P&M Review Screen’. The execution of rules is not dependent on the fields being displayed.  This is optional and can be controlled by an Admin User. 
- 
- 
 ==== Attribute Rules ==== ==== Attribute Rules ====
  
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 Once you click on the 'Attribute Rules' Icon, you will  receive a pop up like this: Once you click on the 'Attribute Rules' Icon, you will  receive a pop up like this:
  
-{{ :admin_functionality:settings:attribute_level_fillv3.png?600 |}}+{{ :admin_functionality:settings:attribute_level_fillv3.png?800 |}}
  
 You will then be able to drag and drop specific rules and build up your Attribute level auto fill rules. They are as follow: You will then be able to drag and drop specific rules and build up your Attribute level auto fill rules. They are as follow:
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   * **Image:** No Auto-Fill Rules Available   * **Image:** No Auto-Fill Rules Available
  
 +The radio buttons are the final configuration steps needed to finalise. 
  
 +{{ :admin_functionality:settings:show_on_screen.png?800 |}}
  
 +**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