Manually Selecting and Merging Records

Manually select multiple records to merge into one record. The primary selected record is treated as the target record. All the remaining selected records are treated as the source records. The attribute values and relationships are picked up from sources records and merged into the target record.

1. Click Browse and Search from the menu bar.
2. Search for the records on the Browse and Search screen and search for records based on the repository name and any attributes or search from the text search. The records can be confirmed or unconfirmed records.
3. Select the records that must be merged.
   
4. Click MERGE. By default the Merge button is in disable mode. After selecting the 2 or more records, the Merge button is enabled.
   Note: The Merge button displays only for the roles that have edit record permission.
5. Click Primary for that record's attributes to be used for the target record. The rest of the records become the source records.
6. Optional: Merge attributes by dragging and dropping to the target record. You can also double click on Attribute Value to assign Value from Source Records.
7. Optional steps:
   • Click VALIDATE to perform the normal validation process.
   • Click RESET to reset the records selected for merging.
   • Drag and drop values from the source or matched record to the result column.
   • Edit any of the attributes in the result column by double clicking on the cell. If you want to go back to the original value, click the arrow .
8. Click MERGE.
9. From the SUMMARY window, click SUBMIT.
   The target record is saved and the source records can be deleted depending on the your choice.