Matching Tables

The data in the tab is presented in tabular form (Figure 1). On this tab, you can create, edit and delete matching tables.

A matching table is used for more flexible configuration of matching objects, without binding to specific entities/lookup entities. In addition, a table can contain several matching objects at the same time. For example, a table can have a string type for the “Name” attribute from the “Customers” entity, as well as a numeric type for the “Price” attribute from the “Goods” entity.

Creating Table

To create a matching table:

1. Make sure that the draft mode is enabled and a draft is selected.

2. Click “Create Table” located in the upper right corner.

3. The action will open a drawer with the table and matching columns settings.

4. Fill in the basic parameters of the table (Figure 2):

   • Name. System name of the table. The name must begin with a letter and contain only Latin letters, numbers, “-” and “_”. Cannot contain spaces. Not editable after saving.

   • Display name. Table name which will be displayed to users.

   • Description. Any additional information about the table.

5. Fill in the parameters of the matching columns:

   • Matching object. The name of the object within which the matching will be performed. The name must start with a letter and contain only Latin letters, numbers, symbols “-“, “_”. Cannot contain spaces. Not editable after saving.

     • This field should be filled in depending on which data storage is supposed to be used to search for duplicates. That is, if the database is specified as a storage in the matching rule, the column name in the database will be the matching object. If a search index will be the storage, the object will be the name of the index.

   • Display name. Name of the matching object, which will be displayed to users in the “Rules assignment” tab. The display name can have a more human-readable name for usability.

   • Type. Type of a simple attribute, which is set for attributes of a particular entity/lookup entity when assigning a rule set to it in the Rules Assignment tab.

6. To add several columns, click the “+ Add” button located to the right of the //Columns// header, or “Delete” to erase the unnecessary one.

7. Click “Save” after filling in all the parameters and publish the draft.

Then go to the Matching Rules tab.

Deleting Table

To delete a matching table:

• Make sure that the draft mode is enabled and a draft is selected.

• In the leftmost column, mark the row with the necessary table (one or more).

• Click the “Delete table” button, located in the upper right corner of the tab.

• Confirm or cancel the action.

Tip

Deleting assigned matching rules is done in reverse tabs order: Rules Assignment → Matching Rule Sets → Matching Rules → Matching Tables

Figure 1. “Matching Table” tab

Figure 2. Parameters of matching tables