DataGroomr allows users to create, edit and remove custom rules that control the behavior of merges.  These include the selection of the master (or surviving record) and how fields will be merged.  To access the Rules feature, see this link.

To Create a new rule, press the ADD RULE button. This will open the Rule Dialogue window, which consists of 3 sections.

  • The left hand-side of the screen allows users to specify a rule name and description.  A list of available fields is displayed and can be modified below.
  • The Rules Designer section contains a list of optional steps on the left that can be dragged into the designer work area on the right to build rules.
  • The Rule Preview window below displays the results of the rule with sample data.  

TIP: Any changes to the rule can be immediately observed in the Preview area.

Good to know: A flag next to the Rule Preview label will automatically display the validity of the current rule.  

Press SAVE to create the rule or Cancel to exit without saving.