Set for Merge

Last published at: 2024-07-27 01:33:21 UTC
Delete

The Set for Merge feature is available in the Advanced and Premium Editions.

As loser records are deleted upon merge, users who do not have delete rights on an Object will not be able to merge records. Instead, they will have an option called 'Set for Merge' on the Manual Merge page.

Set for Merge functionality

Users without delete rights can prepare a record merge as usual. When done, they click Set for Merge at bottom right. A job will be created at the DC Job overview page. There, a user with delete rights, such as a System Administrator, can then proceed with the merge. They can view and edit the previous user's selection and decide whether to merge or discard the flagged records.
The job details will contain the username of the user who requested the merge.

An overview of the set-for-merge and merge process:

  1. A user without delete permission for the object finds duplicate records, e.g. in a DC Job or DC Entry.
  2. They select the records to merge and click Merge.
  3. On the merge page, they make changes if necessary and click Set for Merge.
  4. A Set for Merge job is created in the DC Job Overview.
  5. A user with delete permission starts an Auto Merge in the Job Options, or clicks View Results to review and merge the records manually.

Merging without delete rights

To enable a user without delete rights to perform a merge, activate either Override CRUD when performing merge or Override sharing rules when merging records in the Object Settings.

Override CRUD Users without Create, Update or Delete rights can merge anyway. 
Override sharing rules Sharing Rules decide whether a record is made public or private. If a record is set to private, only the owner can edit or transfer it. With this setting enabled, users can merge regardless of the sharing rules settings. However, Read access is needed.

Disable Set for Merge

If you don't want your users to access any functionality related to merging at all, you can disable Set for Merge in the Object Settings. After you disable Set for Merge, users without delete rights will not see a Merge button in DC Live, and on the manual merge page, the 'Set for Merge' button will be disabled entirely. However, users with delete rights can still merge.