Merge Record Quick Action
The Merge Record action merges two records that you select. It does this by populating blank fields in the first selected record with data from the corresponding fields in the second selected record.
At this time, the Merge Record action is available only for Configuration Item business objects.
Using the Merge Record Quick Action
- Create the Merge Record Quick Action:
- From the Graphical Action Designer, select Merge Record from the New Actions list and drag it onto the Design Board.
- Select the Start Block, and then enter the common parameters. See Start Block Settings.
- Make note of the Category you select.
- Link the Start Block to the Merge Record block.
- Click Save to save the Quick Action.
- Find the list of records for the business object you're working in. For example, select Incident from the Home menu to display a list of Incident records.
- Locate the two records you want to merge.
You can only run the Merge Record action on two records at a time. Any other selection number generates an error message.
- Hold down the Ctrl button and click on each record to select the two records.
Important: The selection order matters; the first record you select receives information from the second record you select.
- Click More in the Records menu.
- Find the Category you selected for the Quick Action in step 1, and then click on the name of your Merge Record Quick Action. The application confirms a successful merge.
Parameters
To access the parameters, select the Action Block to display them in the Settings pane.
Action Block Settings
Block Label: A unique name for the block. This is useful to identify each action when you have more than one of the same action block added or cloned in the design area.
There are no other specific parameters to configure for this action.
Start Block Settings
These settings are accessed by selecting the Start Block, refer to Start Block Settings.