Difference between revisions of "Case Merge"
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Merging is a process that combines two records into one, to reduce duplication. | Merging is a process that combines two records into one, to reduce duplication. | ||
:'''Note:''' The | :'''Note:'''<br>The merger includes all fields that are defined for the object, not just those that are displayed in the current view. | ||
{{Permission|In order to merge records, [[Users]] must have Update permission for the object in [[Roles#Access to Records Owned by Others Within the Team|Access to Records Owned by Others Within the Team]] and Delete permission for the object in [[Roles#Record_Access_Permissions|Record Access Permissions]]}} | {{Permission|In order to merge records, [[Users]] must have Update permission for the object in [[Roles#Access to Records Owned by Others Within the Team|Access to Records Owned by Others Within the Team]] and Delete permission for the object in [[Roles#Record_Access_Permissions|Record Access Permissions]]}} | ||
To merge records: | '''To merge records:''' | ||
#Click the tab for an [[Object]].<br>A list of records is displayed. | #Click the tab for an [[Object]].<br>A list of records is displayed. | ||
#Select a record | #Select a record | ||
Revision as of 20:00, 14 August 2013
Merging is a process that combines two records into one, to reduce duplication.
- Note:
The merger includes all fields that are defined for the object, not just those that are displayed in the current view.
In order to merge records, Users must have Update permission for the object in Access to Records Owned by Others Within the Team and Delete permission for the object in Record Access Permissions
To merge records:
- Click the tab for an Object.
A list of records is displayed. - Select a record
- In the sidebar, click Actions
- Choose the Merge option
- Select the record to merge with
- For each field, choose the value you want to save.
- Click [Save].
A single merged record is created.
What to do about "0" Values?
All of the defined fields are included as options records are merged. If a field is not included in the Form (but is still present in the Fields list), the field value will appear as 0 in the merge records page.