To embed a duplicate result list, create a new Lightning page (via the Lightning App Builder) or edit an existing page.
At the Component list, scroll down to the "Custom" section. Drag & drop the "DC Overall Results" component anywhere on the page.
Click on the Overall Job Result component to open the configuration options in the section at the right side.
Setting | Option |
Source Object |
Define a source Object to only show duplicate results from a specific object. For example, define the Lead object to directly show duplicate Leads in the embedded component. |
Match Object |
Define a match Object to show duplicate results from a cross object results list. If you just want to show results from one object, you can leave this blank. For example, define "Lead" at source Object, and "Contact" at match Object to show Lead to Contact duplicate results. |
Include Results from... |
Decide what results you want to see based on the channel the duplicate record came in.
|
Source Pre-defined filter |
By applying a Pre-defined filter you can filter the results based on any field value. The required input is the API name of the pre-defined filter you want to use. When working with the results of a single object, only use the Source pre-defined filter. |
Match Pre-defined filter |
By applying a Pre-defined filter you can filter the results based on any field value. The required input is the API name of the pre-defined filter you want to use. When working with the results of two different objects (cross object, such as "Lead to Contact"), use the Match pre-defined filter for the Match Object. |
Source Record Owner | Decide if you want to filter on Record Owner for the Source Object. |
Match Record Owner | Decide if you want to filter on Record Owner for the Match Object. |
Source Record Type |
Decide if you want to filter on a certain Record Type for the Source Object. The required input is the Record Type ID. |
Match Record Type |
Decide if you want to filter on a certain Record Type for the Source Object. The required input is the Record Type ID. |
Source Object Filter |
Decide if you want to want to use the Object Filter on your result list. The object filter can only be applied in a single object result list. |
Sort By |
Decide based on what data you want to sort the results.
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Sort |
Decide how you want to sort the results.
|
Number of rows |
Decide the number of rows (duplicate groups) you want to display per page. |
Hide header |
Decide to show or hide the header. If you choose to show the header, the user is able to navigate back to the overview page and access other results. |
Filter editable |
Decide if you want users to be able to change the filters in this component. If you choose to restrict access to the filter in the modal, the user is only able to process the results. |