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Step 5 - Display & Auto Fill Settings

Single Entity

This screen will be populated with the pre-configuration from global level as defined by the admin user under the 'Settings' menu. In this step, you will NOT be able to change the global display setting and set the session specific display setting. Entity attributes cannot be changed in this step (i.e. deleting a group section or adding a section but it won’t be saved).

Cross Entity

The only difference between Single Entity Matching vs Cross Entity Matching in this step is the addition of the 'Target' Column in the output display.

Other than this, the process remains the same same as a single entity configuration.

This section explains how to enable the functionality of displaying related entity counts on the review screen.

In this example, we will run through adding Opportunity counts to the review screen for when running a session on the Account entity.

First, to include related tables, go to Settings and then head to Advanced Settings.

Within Advanced Settings, select Related Entities and then select the appropriate entity. In this example, we will select the Account entity. This will open the Related Entities configuration.

Select the related entities that you would like to return counts for under the Include for Display Setting Configuration header. In this example, we have checked the Include for Display Setting Configuration box within the Opportunity row, which will enable the addition of Opportunity attributes for matching. After checking the appropriate box, select Save.

After returning to session creation, you will notice Opportunity is now present under Related Entities within the Entity Attributes section on the left.

Similar to standard configuration, you can drag and drop any related entities you would like to return counts for into the Related Entities Display Group.

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: 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.

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’.

admin_functionality/create_session/step_5_display_settings.txt · Last modified: 2023/01/25 14:18 by