DC Job Results Overview

Last published at: 2023-10-10 13:00:42 UTC
Delete

The DC Job Results Overview page presents an extensive overview of the returned DC Job results. On this page you can merge or convert duplicate records both manually and automatically.

Accessing the DC Job Results Overview

To go to the Job Results Overview page of a job, go to the DC Job tab and click View Results  at the job you want to view. The DC Job Detail tab will open.

If you get an error message stating 'Page Doesn't Exist', see DC Job - Cannot view results‍ to solve this.

DC Job Detail Tab

The results of job ‘Job for Contacts’, with one group folded open and two records selected for merging, discarding, or further processing via the Action Launcher

Click on the group column headers (Group, Minimum Score, etc.) to sort the groups.

 
Group
The different groups of duplicate records in the job are numbered.
Minimum Score
The lowest duplicate score in the group.
Maximum Score
The highest duplicate score in the group.
Average Score
The average duplicate score in the group.
Pair Count
The number of pairs in the group. Each pair is formed by 2 duplicate records.
Record Count
The total number of records in the group.

Overview of all navigation buttons at the top of the DC Job Detail page: 'Open All Groups', 'Close All Groups', 'Refresh', 'Share', 'Filter', and 'Back'.

 
'Open All Groups' button'Close All Groups' button
Open or close all groups in one go.
'Refresh' button
Refresh the page.
'Share' button
Share the Job Details with your colleagues. Read more about sharing job results in this article
'Filter' button
Filter the job results. Learn more about the results filter in this article.
'Back' button
 Return to the DC Job Overview page.

Actions

For each group or pair of duplicate records you can perform a number of actions.

 
'Merge' button
This will take you to the Manual Merge page. 
'Quick Merge' button
QuickMerge will directly merge the duplicate records without any user intervention. This cannot be undone.
This button is only visible if enabled in the DC Setup settings. Learn more about Quick Merge.
'Convert button'
This will take you to the Manual Convert‍ page. You will only see the Convert button after running a Cross Object job.
'Quick Convert button'
Quick Convert immediately converts the duplicate records pair. This cannot be undone.
You will see the Quick Convert button only after running a Cross Object job, and if it's enabled in the DC Setup settings. Learn more about Quick Convert‍ .
'Open Advanced Menu' button
This opens the Advanced Actions menu.

Advanced Actions

The Advanced Actions menu lets you switch between Group and Pair View, select a number of discard options, share the contents of one group or pair with your colleagues,  delete records in the group or pair, or process the records of the group or pair further with a DAP (Data Action Platform) action in the Action Launcher. 

 
 
Read more about the Group and Pair Views below.
 
Read more about the Discard options in Discarded Items‍.
 
 
 
 
 
Selecting the Action Launcher here will apply an action to all records in the group. To apply an action to selected records only, click the Action Launcher  button at the top of the results group.
Read more about bulk editing records with the DAP Action Launcher in Execute an action in list view.

Group View

By default the Job Detail page opens with the Group View. Each group shows all records that are duplicates of each other. 

For performance reasons, the groups are initially shown in closed state, but you can set the page to open all groups by default.‍ 

In group view, you can merge all records in a group, or select which ones to merge. 

Two records are selected to be merged, discarded, or further processed with the Action Launcher

Pair View

In a group, open the Advanced Actions menu to view the records of that group in pair view. The pair view page shows every individual match of a group in pairs. The logic used is "A matches with B", "A matches with C", "A matches with D", etc. The returned matching score for every pair is also shown, as well as the name of the scenario this is based on.

Next to the Merge/Quick Merge/Convert/Quick Convert options for each group, where you merge or convert all records in the entire group, you also have the Merge/Quick Merge/Convert/Quick Convert options for pairs, where you only merge or convert one pair in the group.

Delete

Result Fields

The columns in the Job Results Overview (in the image above: Full Name, Company, Email, Phone, and City) can be changed in DC Setup:

  1. Go to DC Setup
  2. Under Object Setup, select the object you want to change the columns for
  3. Go to tab Result Fields
  4. Add the fields you want to show from <Object> Available Fields to <Object> Result Fields

Click here to watch a short video about how to change the result fields