RESPONSUM allows you to from the overview page of each sub-module using the bulk actions combine together properties of two or more items into one item using our “Merge” functionality.
See it in action
Pre-requisites to Get Started
Before you begin using the Merging functionality, make sure you have the following in place:
- Access to one or more sub-modules for which you want to to merge items as Power or Promoted user.
Fast-track to Brilliance
- Navigate to an overview page of a sub-module for which you want to consolidate/merge items
- Select the items you want to merge together using the bulk selection
- Using the bulk action on top of the table, select “Merge”
- From the items selected and shown in the pop-up, select the “Main” item you want to merge details into.
- Decide whether you want to fully “Unlink” the other items that will be archived
- Press “Save” to start the merging process (DO NOTE: This process can take some time to fully complete)
Step-by-Step Guidance
Every overview page within RESPONSUM supports bulk actions. One of these actions is to “Merge” the properties of two or more items together to make it one item instead.
After in bulk selecting the items you want to combine the properties from, we will ask you to select the item (Main) you want to move the properties of all other items selected into.
We will also ask you if we should “Perform “Decoupling” when the data is merged. With the merge, we will archive the old items from which the data was merged into the “Main” item selected. With this parameter toggled on, when these old items are archived, the relations to these old items will be removed. By default this option is on and we recommend to keep this on to clean up the data and relations when merging items.
When “Save” is pressed, we will start the merge and all other items except for the “Main” item selected will be “Archived”. You will notice that only the main item is now available with more data linked to it from the other items merged into it.
Keep in mind: When merging, the selected “Main” item will have other properties be merged into it. This means that the system will try to combine the properties into one field on the main item. This however needs to be treated carefully and tested first on a small subset to see that the merging behavior is as expected for your specific use case. if you have more questions around specific scenario’s, feel free to reach out to support@responsum.eu.
If you have any questions related this guide or way of working, please reach out to support@responsum.eu for assistance.