Hello,
Does anyone know if there is a way to extract a list or run a report of the records listed in the constituent "Merge Potential Duplicates" window? We are looking for a way to give our development director a list of all potential duplicates found (without her needing to enter Tess) after we run AP_IDENTIFY_DUPLICATES.
Thanks,Gene
Hi Gene,
The table holding those records is T_POTENTIAL_DUPS so you could run a query and send her the output in an Excel document.
Cheers,
Kevin
I have a List Manager criterion that I’ve used for this in the past. Here is some of the setup in t_keyword and tr_gooesoft_dropdown.
TR_GOOESOFT_DROPDOWN (3 entries)
Code = Choose a code that is above 1000 and is not being usedID = 1 Description = Potential DupeShort Desc = P
Code = the code chosen aboveID = 2Description = Marked as KeptShort Desc = K
Code = the code chosen aboveID = 3Description = Marked as DeleteShort Desc = D
T_KEYWORD
Data Type = StringEdit Mask = AlphanumericDetail Tbl = t_potential_dupsDetail Col = !.statusRef Tbl = tr_gooesoft_dropdownRef Idcol = short_descRef Desccol = descriptionRef Where = code = [your gooesoft code number from above]
Hope that is helpful
-Ryan
Hi Gene
I don't think there's anything built in, but you could easily make a new list element with
detail_tbl = "T_POTENTIAL_DUPS"
detail_col = "!.status"
and make a List of constituents with "P" (for Potential) in that element
Or do a report based on a select like this one
---------------------------------------- select pd.criterion, pd.customer_no , c.fname, c.lname
from T_POTENTIAL_DUPS pd
join T_CUSTOMER c on pd.customer_no = c.customer_no
where status = 'P'
order by criterion
-------------------------------------------
Ken
Ap_Identify_Duplicates loads the table T_Potential_Dups where potential duplicates have a Status of 'P' and potential duplicate pairs are joined by the field Criterion. Try the following to export a spreadsheet of these potential duplicates:
a) create and generate a list with the following criteria: Select distinct customer_no from t_potential_dups where status = 'P'
b) add an entry to the tr_query_element system table with !.criterion as your Data Select and t_potential_dups as your Data From value.
c) add this element to your favorite Output Set (or build a new output set) using the Output Set Builder tool.
d) run the report Execute an Output Set, selecting your list and output set and saving the results to Excel. Finally open the excel file and use the criterion field to sort the results.
Thanks everyone for the great (and quick!) responses. I should be able to give these a try next week and report back.