Difference between revisions of "Case Merge"
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imported>Aeric m (Text replace - 'Access_Permission_to_Records_Owned_by_Others_Within_the_Team' to 'Access to Records Owned by Others Within the Team') |
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To merge records: | To merge records: | ||
# | #Click the tab for an [[Object]].<br>A list of records is displayed. | ||
#Click the checkbox [[Image:checkboxicon.gif|link=]] for the two records you want to merge | #Click the checkbox [[Image:checkboxicon.gif|link=]] for the two records you want to merge | ||
#Click the [[More Actions]] button | #Click the [[More Actions]] button | ||
Revision as of 19:14, 24 May 2013
Merging is a process that combines two records into one, to reduce duplication.
- Note: The Merge page includes all fields that are available for the objects, not just those that are currently 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. - Click the checkbox
for the two records you want to merge - Click the More Actions button
- Choose the [Merge] button
- 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.