How to embed an Overall Job Result list with filters

Last published at: 2022-02-08 13:08:18 UTC
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Duplicate Check lets you embed a specific duplicate result list in any page. For example, create a page that you assign to a number of users containing duplicate results that are relevant just for them.

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. 

  • Group number (default)
  • High Score
  • Low Score
  • Record Count
Sort

Decide how you want to sort the results. 

  • Ascending (default)
  • Descending 
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.