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9. Ops Portal View – Deduplicator Control
9. Ops Portal View – Deduplicator Control

Creating a view to monitor and validate duplicated records stored in a buffer.

Praise Magidi avatar
Written by Praise Magidi
Updated over 4 months ago

The Deduplicator view is used to flag potential duplicated records stored in a buffer. Users can perform actions on the duplicated data such as deleting or collapsing into one parent record.

The article provides guidance on how to:

Creating an Ops Portal Deduplicator View

Open the Operations Portal created earlier, go to the Operations Portal section in the menu on the left of the platform and click the plus button (+) to add the new View as per the image below.

  1. Give it a name and a meaningful description (description optional).

  2. Click on the Save View button.

Select the Control type

Each Ops Portal view can be configured to use a specific control type.

Select the Deduplicator option which provides a view into any data stored in a Buffer.

  1. Click on the Control field.

  2. The selection list opens, select the Deduplicator option as illustrated in the image below.

Select the Buffer

Select the desired buffer to access from the dropdown list or alternatively, create a new buffer by clicking on the highlighted plus (+) button as illustrated in the image below.

Buffer Field – Select the required buffer to be reviewed.

Default Query

Used to query the buffer. For more information on how to query a buffer, click on the link below:

Key Fields – Key fields for the Ops view to use in various operations, specifically, finding records. These are the fields with unique IDs.

Display Fields – Duplicate fields to display in the grid.

  • Property Name – Name of the property on the record.

  • Alias – User-friendly alias of the property name.

  • Type – Property type.

  • Description – Column description of the property.

The fields names can be obtained from the buffer output as per the image below:

Flow Buttons Section

Buttons on the Operations Portal that can be used to initiate SyncFlow flows that have been set in a SyncFlow Control Ops View.

  • Name – Name of the button on the Operations Portal.

  • Ops View Name – The configured SyncFlow Ops View name that the button initiates.

  • Icon – The flow button's icon.

  • Color – The flow button's color.

  • Refresh View checkbox – Select whether the flow button will auto-refresh the page when completed.

  • Popup Message – Confirmation popup message.

To add new buttons, click on the plus (+) icon outlined in the image below. Click on the tick button highlighted in yellow on the right side of the screen to add the buttons or click the (x) button to remove. Once buttons are added, click on the pencil icon to edit or the delete icon to remove the buttons as highlighted in blue in the image below.

Link Fields Add 'links' to records. These are artificially added to the frontend for ease of use and does not add a 'link' to the record once specified. The functionality depends on a link being present in the related record.

Hidden checkbox – Hide the view from the Operations Portal.

Once the View's configuration is completed, click the Save View button.

Operations Portal

The view is constructed in the Operations Portal. To access it the Operations Portal, Click on the link below:

Type the Organization name and click on the sign-in button.

1. Select the Ops Portal option from the list on the left side of the platform.

2. Select the Ops Portal view that was created from the list of available views.

The View is displayed where data can be managed illustrated in the image below.

Operations Portal View Options

Refresh – Refresh the page.

Filter Select the records to view. The image below shows the options.

Filter icons

Total Count – Total record count after filter.

Processed Count – Total processed records after the filter.

Confirmed non-duplicated Count – Shows accepted records when selected.

Potential duplicate Count – Shows records with invalid properties when selected.

Duplicate Count – Shows rejected records when selected.

Flow Request Buttons – Buttons used to initiate SyncFlow flows that have been set in a SyncFlow Control Ops View. Click on the outlined button to show more buttons if more than three were created. It is in the order the flows were added in the Flow Buttons section.

Clicking on a button will initiate the relevant flow as configured. The image below shows an example of a popup message after clicking a flow request button. See the Flow Buttons Section on how to create and edit the flow button's color, icon and popup message.

The flow requests box can be expanded and collapsed or removed using the icons outlined in blue.

The flow requests box will automatically expand when any of the buttons are pressed to show the requests. As mentioned earlier in the article, this can be turned off in the settings page. Details about how long the flow took to run as well as the status will be shown as shown in the image below.

Statistics – Shows the Duplication statistics as illustrated in the image below.

Operations Portal Default Columns

State Column

The state of the record is shown using the below icons:

Record is not a duplicate.

Record is marked as a duplicate but is not verified.

Record is a duplicate.

Details Column

Details of each record are displayed on this tab. To access the details, click on the information icon outlined in red in the image below to open the record details.

Reviewed Column

The Reviewed column has checkboxes used to select multiple or all records. When a checkbox is clicked, the State Column changes as well. If a record is not a duplicate and the Review checkbox is selected, the State will change to a green tick to indicate that the record is not a duplicate as per the image above.

Right-click on a record to get a list of more options as shown in the image below.

Duplicate Display Column

Click on the dropdown list (outlined in green in the image below) to access the duplicate display column. It shows the potential duplicate score (outlined in blue) under the State Column when opened. Right-click on each value to mark it as a duplicate as outlined in red.

Fields Columns

The set display fields are shown in this section as shown in the image below.

Ops Portal View Menu Section

To access the menu, click on the username initials located on the top right of the page as shown in the image below.

In addition to showing the user details, the menu has the option to show the flow request buttons if they are closed. There are also options to sign out and access the settings page.

Settings Page

The settings page is shown in the image below.

Table row height

Set the table row height by clicking on the outlined dropdown arrow to select the required pixels.

Automatically expand flow request button

The flow request box automatic expansion is turned off in the settings as well by clicking the on/off button outlined in blue in the above image.

Keys

The Keys section is used to generate user keys. To generate a key, click on the button outlined in green in the image above. For more information on keys, click on the link below:

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