Changing the Pattern ID and Merged 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
Installation
How Do I
Reference
Overview
Administration
Configuration
First publish date
2008
ft:lastEdition
2023-05-25
ft:lastPublication
2023-05-25T13:35:22.615371

The Trillium Quality for Dynamics web resource XML file includes an <AutoMerge> element for the contact, account, and lead entities. For each entity, you can specify:

  • The Pattern IDs that identify a match. You can change the default Pattern ID or add multiple Pattern IDs in a comma-separated list. For more information about Pattern IDs, see the Trillium Quality for Dynamics User’s Guide.

  • The fields to be copied into the master record. When editing the web resource XML file directly, you can comment out fields you would prefer not to be merged, or add additional fields to be merged. (You can also add and remove merged fields through the Deployment Manager’s Edit Configuration window without editing directly in the XML file.)

In the contact and lead entities, the <AutoMerge> element includes the following:

<AutoMerge PatternIdList="100">
       <MergeField FieldName="salutation" />
       <MergeField FieldName="firstname" />
       <MergeField FieldName="middlename" />
       <MergeField FieldName="lastname" />
       <MergeField FieldName="address1_line1" />
       <MergeField FieldName="address1_line2" />
       <MergeField FieldName="address1_line3" />
       <MergeField FieldName="address1_city" />
       <MergeField FieldName="address1_stateorprovince" />
       <MergeField FieldName="address1_country" />
       <MergeField FieldName="address1_postalcode" />
       <MergeField FieldName="mobilephone" />
       <MergeField FieldName="emailaddress1" />
       <MergeField FieldName="telephone1" />
     </AutoMerge>

In the account entity, the <AutoMerge> element includes:

<AutoMerge PatternIdList="100">
       <MergeField FieldName="name" />
       <MergeField FieldName="address1_line1" />
       <MergeField FieldName="address1_line2" />
       <MergeField FieldName="address1_line3" />
       <MergeField FieldName="address1_city" />
       <MergeField FieldName="address1_stateorprovince" />
       <MergeField FieldName="address1_postalcode" />
       <MergeField FieldName="address1_country" />
       <MergeField FieldName="emailaddress1" />
       <MergeField FieldName="telephone1" />
     </AutoMerge>
Note: The following procedure describes how to edit directly in the XML file. To edit these options in the Edit Configuration window of the Deployment Manager, see Opening and Editing the Web Resource XML File.

To modify the Trillium Quality for Dynamics web resource XML file

  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. Select Components > Web Resources and double-click the resource TSS Web Resource. The Web Resource window opens.

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

  5. 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.
  6. For each entity, modify the <AutoMerge> elements to change the Pattern ID list and/or the fields to be copied. The <AutoMerge> elements are located near the end of each entity’s node.

  7. Repeat Step 6 for other entities as desired. You can define different Pattern IDs and merge fields for each entity.

  8. Click OK to close the Edit Content window.

  9. Click Publish.

  10. Click Save and close the Web Resource window.

  11. 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. Use the Standard Batch Manager to run an auto merge request, as described in the Trillium Quality for Dynamics User’s Guide.