Automatic Matching
If automatic matching is enabled and set to inline, the add-on finds positive results when you create or update a record, the add-on displays the following screen. The list below the screen describes actions you can take here.
1) Save, Revert, and Delete | You can make changes to record fields and select Save or Save and close. The add-on runs another match. If it finds no duplicates, the record saves normally. The Revert and Delete buttons work as expected and revert any changes or delete the record, respectively. Note that the option to delete is only available when matching is triggered during the process of creating a new record. |
2) Merge and Reject all duplicates | You can select the Duplicate checkbox for any positively matched record and select Merge to open the Merge view and merge values. By selecting Reject all duplicates, the new or updated record will be saved in the table as-is. See Merging Records for available actions in the Merge view. |
3) Search bar | Use the search bar to locate records in the list of potential matches. |
4) Results | Select the details icon in the Result column to display the decision tree and view execution of the logic used to identify the matches. When viewing the decision tree, you can double click a node to view the matching score. |