Configure a Merging Step Using QuickStart

Before you begin

You need:

About this task

This task configures the merging step which is the second part of the split-step mastering process.

Procedure

  1. Navigate to the flow definition of the flow you want.

    QuickStart Flows - Manage Flows table - Click flow name

    1. In QuickStart's navigation bar, click Flows.
    2. In the Manage Flows table, search for the row containing the flow.
      Tip: To make your search easier, you can sort the table by one of the columns.
    3. Click the flow's name.
  2. In the flow sequence, click the summary box of the merging step to configure.


    The step detail panel is displayed below the flow sequence panel.
  1. Configure the Merge Options.
    • To add a new option, click the Add button.
    • To edit an option, click the vertical ellipsis (⋮) and choose Edit Settings.
    • To delete an option, click the vertical ellipsis (⋮) and choose Delete.
    Merge Options fields
    Field Description
    Type The merge type.
    • Standard. Merging uses its own settings, instead of a defined strategy.
    • Strategy. Merging is done according to a defined strategy.
    • Custom. Merging is done using a custom function in a custom module.

    Click a merge type to view its properties:

    Standard merge properties

    Strategy merge properties

    Custom merge properties
    Property to MergeThe name of the property to merge.
    Max ValuesThe maximum number of values to allow in the merged property. Default is 99.
    Max SourcesThe maximum number of data sources from which to get values to merge.
    Source WeightsThe list of data sources and the weights assigned to them.
    Length WeightThe weight assigned to the length of a string.
    Strategy NameThe predefined strategy or set of settings to use in merging.
    URIThe location of the custom module.
    FunctionThe name of the custom function within the custom module.
    NamespaceThe namespace of the library module where the custom function is. Blank, if the custom function is JavaScript code.
  2. Configure the Merge Strategies.
    • To add a new strategy, click the Add button.
    • To edit a strategy, click the vertical ellipsis (⋮) and choose Edit Settings.
    • To delete a strategy, click the vertical ellipsis (⋮) and choose Delete.
    Merge Strategies fields

    Merge Strategy properties
    Field Description
    Default?Yes to make this strategy the default.
    NameThe name for the strategy.
    Max ValuesThe maximum number of values to allow in the merged property. Default is 99.
    Max SourcesThe maximum number of data sources from which to get values to merge.
    Source WeightsThe list of data sources and the weights assigned to them.
    Length WeightThe weight assigned to the length of a string.
  3. (Optional) Set Timestamp Path to the path to a timestamp field within the record.

    This field is used to determine which values to include in the merged property, based on their recency, up to the maximum number specified in the Max Values field in Merge Options (Standard) or in Merge Strategies.

    For example, if Max Values is set to 3, and five records meet the matching criteria, only the most recent three values will be included in the resulting record, and the two oldest values are ignored.

    Note: Namespaces used in the path must be defined within the record.
  4. Configure the Merge Collections.
    • To add a new collection tag, click the Add button.
    • To edit an collection tag, click the vertical ellipsis (⋮) and choose Edit Settings.
    • To delete an collection tag, click the vertical ellipsis (⋮) and choose Delete.

    Merge Strategy properties
    Column Description
    Event The event that triggers some action on a collection.
    • onMerge. When a merge occurs (automatically or manually) because of a match.
    • onNoMatch. If no match is found in the entire source database/file.
    • onArchive. When a record is archived.
    • onNotification. When a notification is sent or logged.
    Default Collections Collection tags that are added to the resulting records by default.
    Additional Collections Collection tags that you specify to be added to the resulting records. To edit this list, click the vertical ellipsis (⋮) under the Action column and choose Edit.
    Edit Additional Collections dialog

What to do next

Important: When running the split mastering, allow the matching step to complete before starting the merging step.