Changing TSS Match Display List Fields - trillium_quality - 2.7

Trillium Quality for Dynamics Installation and Developer Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Installation and Developer Guide
Topic type
Overview
Administration
Configuration
Installation
Reference
How Do I
First publish date
2008

When Trillium Quality for Dynamics identifies matching records, whether through a data import, a batch process, or through real-time data entry, if the matches are not merged, it lists the records in the TSS Match Display List. Clicking a record in the TSS Match Display List opens the Duplicates window, allowing you to merge records.

Each record’s creation date, entity name, and record ID are always displayed in the Match Display List. Other fields displayed in the Match Display List are specified in the Trillium Quality for Dynamics web resource XML file.

The contact, account, and lead elements of the XML file include a <MatchDisplay> element, which defines the fields to be displayed in the grid. For example, the following is the <MatchDisplay> element for the contact node:
<MatchDisplay>
<DisplayField FieldName="tss_name" LookupName="fullname"/>
<DisplayField FieldName="tss_filter1" LookupName="firstname"/>
<DisplayField FieldName="tss_filter2" LookupName="lastname"/>
<DisplayField FieldName="tss_filter3" LookupName="address1_composite">
<DisplayField FieldName="tss_filter4" LookupName="address1_country"/>
</MatchDisplay>

The FieldName is a field in the TSS Match Display entity and the LookupName is a field in the source entity.

You can change the fields displayed in the TSS Match Display List by modifying the Trillium Quality for Dynamics web resource XML file. Note that:

  • The tss_name field is required, but you can change its lookup field.

  • You can remove the tss_filter1, tss_filter2, tss_filter3, and tss_filter4 fields, or you can change their lookup fields.

  • You can add additional fields to be displayed on the grid. The FieldName value must exist in the TSS Match Display entity.

  • The size of the lookup fields must not exceed the size of the Match Display columns.

Note: The following procedure describes how to edit directly in the XML file. To edit these fields in the Edit Configuration window of the Deployment Manager, see Editing Entity Configuration.

To change the fields displayed on the Match Display List

  1. Log in to Dynamics 365.

  2. Select one of the following:

    • If you are using a separate solution for customizations, select Settings > Solutions and select the solution. (See Creating a Solution for Trillium Quality for Dynamics Customizations for information about creating a solution for customizations.)

    • If you are not using a separate solution for customizations, select Settings > Customizations > Customize the System.

  3. If you are adding a column to the Match Display List, select Entities > TSS Match Display > Fields and verify that the field exists in the entity, or add the new field.

    Fields Defined for the Match Display List Entity
  4. Select Components > Web Resources and double-click the resource TSS Web Resource. The Web Resource window opens.

  5. In the Content group, next to the Type field, click Text Editor.

  6. If prompted, log in using a login ID with CRM Administrator privileges. The Edit Content window opens, displaying the Trillium Quality for Dynamics web resource XML file.

    Note: You may prefer to copy the XML content into Notepad or an XML editor to make the following edits. Be sure to copy the XML content back into the Dynamics Text Editor when edits are complete.
  7. Modify the <MatchDisplay> element for the entity you would like to change.

  8. Repeat Step 6 for other entities as desired. You can define different fields to display for each entity.

  9. Click OK to close the Edit Content window.

  10. Click Publish.

  11. Click Save and close the Web Resource window.

  12. Click Save and Close to close the Default Solution window.

Wait 20 minutes for the cached version of the Trillium Quality for Dynamics web resource XML file to be refreshed, or update the cache as described on Updating the Cached Web Resource XML File to test the results of your change immediately.

To allow users to view the Duplicates window, view the TSS Match Display window or to merge records, you must add appropriate security roles to individual users or groups, as described on Adding the TSS Security Roles.