EBX Match and Merge Add-on services can be applied to EBX® perspectives and workflows. For information on creating perspectives and workflows, see the EBX® product documentation. The add-on also allows you to specify that a workflow launches automatically when inline matching is triggered. See Creating a matching policy for instructions on enabling the option.
When configuring a workflow some of the parameters require specific values. Be sure to check each parameter's tooltip to ensure expected behavior.
The following table provides descriptions of the add-on services you can use in perspecitves and workflows:
Service | Description |
|---|---|
[ebx-addon-mame] Merge (workflow only) | Opens the add-on's Merge view to enable uses to manually merge records. |
[ebx-addon-mame] Run match (workflow only) | Executes the Run match service on a set of records or entire table. NoteThis service is available as a workflow User task and Script task. |
[ebx-addon-mame] Inline matching (workflow only) | Executes matching during the creation or update process. Users must review any potential duplicate records before continuing. |
[ebx-addon-mame] Wait for processes to finish (workflow only) | Waits to execute the next workflow step until currect processes are finished. |
[ebx-addon-mame] Manage group (workflow only) | Opens the Manage group screen where users can view and manage results related to individual records. |
[ebx-addon-mame] Consolidated view (for perspectives and workflows) | Opens the Consolidated view where users can view matching results and access other services to manage results. |
[ebx-addon-mame] Search before create (for perspectives and workflows) | Executes the Search before create service to allow users to search for potential duplicate records prior to creating them. |