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Auto Merge And Mapping
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Merging Tab

Last Modify: 

1 Jun 2024

 The "Merging" tab offers a range of features:


  • The "Create Rule" button empowers administrators to craft new custom merging rules, enhancing data management flexibility.


  • The "Search Rules" input allows administrators to enter search terms, simplifying the process of filtering and finding relevant rules. 

    • The input string is searched within the name field of the rules, ensuring efficient and accurate results.


  • Each rule will be displayed with the following details:

    • Created Date

    • Name

    • Field name with the matching criteria

    • Object for Merging

    • Status (Active/Inactive)


  • Each Rule will have the following actionable:

    • Edit, will open a popup to edit the rule.

    • Delete, will open a popup for the user’s confirmation and perform the delete operation if permission is granted.


  • Every rule's name is clickable, triggering a modal that contains pre-filled values. This allows administrators to easily make necessary changes to the rule.


Merging Tab

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