Overview

The Merge Duplicate Object feature allows users to merge two objects (a Main object and a Duplicate object), updating the Main object (e.g., Merging duplicate user profiles to create one user profile). When merging the two objects, the Main object gets updated with data based on specific merge rules from the Duplicate object, which is then deleted.

User Account Requirements

The user account you use to log into Resolver must have Administrator permission to access to the Roles section.

Related Information/Setup

Please refer to the Merge Rules Overview article for more information on the rules for merging two objects.

Please refer to the Merging Two Duplicate Objects article for more information on merging duplicate objects.

Navigation

1. From the Home screen, click the Systems icon.

Systems Icon

2. From the Admin Overview screen, click the Roles tile under the People section.

Roles Tile

3. From the Admin: Roles screen, enter a keyword in the Search field to narrow the search results list.

Search Field

4. Click a Role.

Role Link

5. Click an Object Type to enable the Merge Duplicate Objects feature on a connected Object Type.

Object Type Link

Enabling Merge Object Permissions on an Object Type

1. From the Admin: Edit Role: Edit Permissions screen, scroll to the workflow state you want to enable the Merge Duplicate Object Feature.

Admin: Edit Role: Edit Permissions Screen

2. Click the Edit button next to the workflow state.

Edit Button

3. The Edit button will appear in reverse color when it is enabled. Enabling the Edit button will enable the Merge Duplicate Object feature for the corresponding workflow state.

Enabled Edit Button

4. Click the Merge button to enable the Merge Duplicate Objects feature.

Merge Button

4. Enabling the Merge Duplicate Object feature is recorded on the Object Type and can be seen within the User Audit Trail.

Data Audit Trail Record