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 settings 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 properties
    Name Description
    Merge Type How the merging is done.
    • Standard. Merging is done as specified in the merge rule.
    • Strategy. Merging is done according to a predefined strategy.
    • Custom. Merging is done using a custom function in a custom module.
    Property to Merge The name of the property to merge.
    Additional settings for the Standard merge type

    Settings for the Standard merge type
    Max Values The maximum number of values to allow in the merged property. The default is 99.
    Max Sources The maximum number of data sources from which to get values to merge. For example, to copy values from a single source, set maxSources to 1.
    Source Weights The list of data sources and the weights assigned to them.
    Length Weight The weight assigned to the length of a string.
    Additional settings for the Strategy merge type

    Settings for the Strategy merge type
    Strategy Name The predefined strategy or set of settings to use in merging.
    Additional settings for the Custom merge type

    Settings for the Custom merge type
    URI The location of the custom module.
    Function The name of the custom function within the custom module.
    Namespace The 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 properties

    Merge Strategy properties
    Name Description
    Default?Yes to make this strategy the default.
    Name The name for the strategy.
    Max Values The maximum number of values to allow in the merged property. The default is 99.
    Max Sources The maximum number of data sources from which to get values to merge. For example, to copy values from a single source, set maxSources to 1.
    Source Weights The list of data sources and the weights assigned to them.
    Length Weight The 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 Collections properties

    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.