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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 17:35]
conor.doyle
admin_functionality:settings:set_display_and_auto_fill [2021/07/06 09:43]
conor.doyle
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 ====== Display & Auto Fill ====== ====== Display & Auto Fill ======
 +
 Display & Auto Fill Settings will be used for the following three purposes: Display & Auto Fill Settings will be used for the following three purposes:
   - To select the information (attributes) to be displayed in the Record Review Screen.   - To select the information (attributes) to be displayed in the Record Review Screen.
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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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 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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 The radio buttons are the final configuration steps needed to finalise.  The radio buttons are the final configuration steps needed to finalise. 
  
-{{ :admin_functionality:settings:show_on_screen.png?600 |}}+{{ :admin_functionality:settings:show_on_screen.png?800 |}}
  
-**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. +**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 Review Screen using ‘Manual Fill’ or ‘Auto Fill’ Process.+**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 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.+**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’. **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