The Merge function allows you to easily clean up duplicate records in your system.
Required Minimum System Role: Standard User
Required Minimum Team Role: Contributor
The newly merged record will retain all relationships from both original records, including related Records, Project relationships and any multi-select classifications such as Stakeholder Groups.
Merging is done directly in the Search Grid.
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Tick the checkboxes against the records you want to merge.
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When fields are blank in one record but populated in the other, the populated data will take priority.
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When fields are populated in both records, the data in the Primary Record will take priority.
In this example: The Primary Record organisation "Nuclear Power Plant" will remain and the Secondary Record organisation "Springfield Nuclear Power Plant" will be erased.
NOTE: The first record you tick is the Primary Record. Data from the Primary Record are prioritised when there is conflicting free text data or single-select classifications.
After ticking the desired records, right-click to show the menu, and click on "Merge" (4). This will merge both records and open the new Record in the Workspace.
Guidelines for Merging Records:
- Any short text fields will be overwritten by the primary record.
- Any single select classifications will be retained on the primary record and what was on the secondary record will be dropped.
- Any long text fields will be appended and individual entries will be separated by ---MERGED---
- Any multi-select fields will be aggregated.
- All linked relationships will be aggregated.
- Any information stored on the secondary record, will be carried over if there is a corresponding blank field in the primary record. (Ie Primary record blanks won't override with a blank if there's information in the same field in the secondary record).
- Secondary record/s will be soft-deleted and can be restored if required.
CAUTION: Please be mindful of the Projects you have access to and the Projects associated with the 'to be merged' records.
If you receive this pop-up, you should seek advice from a Team Leader or an Enterprise Admin before completing the merge as the records you are attempting to merge may lose data.
