Record Merge Operations 

The Merge Records dialog does not allow you to type values into the cells of the grid for the merged result record. Rather, it provides a set of record merge operations for quickly – and accurately – setting the values for the merged record without typing.

The record merge operations you can perform within the Merge Records dialog include:

●      Copying all values from a source record to the merged record

●      Copying only non-NULL source values to the merged record

●      Copying source values only to NULL values in the merged record

●      Copying a single source value to the merged record

●      Appending a source value to a multi-value in the merged record

●      Concatenating a source value to a text value in the merged record

●      Pasting a source value to a different field in the merged record

These operations are summarized in the following tables.

Record Merge Operations (Column Title Context Menu)

Operation	Description
Set All	Sets all the values of the merged record using both non-NULL and NULL source record values.
Set with Non-NULLs Only	Sets the values of the merged record using only non-NULL source record values.
Set NULLs Only	Sets only the non-NULL values of the merged record using source record values.
Clear	Clears all the previously set values of the merged record.

 

Record Merge Operations (Grid Cell Context Menu)

Operation	Description
Copy	Copies the selected source value to the clipboard.
Paste	Pastes the source value from the clipboard.
Paste as Append	Pastes the source value(s), appending to the set of previously set values of a multi-valued field.
Paste as Concatenate	Pastes the source value, concatenating to the previously set value of a text field.
Set	Sets the field value of the merged record using the source value.
Append	Appends the source value(s) to the set of previously set values of a multi-valued field.
Concatenate	Concatenates the source value to the previously set value of a text field.
Clear	Clears the previously set field value of the merged record.

Use: (1) the Set, Append, and Concatenate commands to set the value of the merged record for the same row in the grid; and (2) the Copy and the Paste commands to set the value by copying and pasting between different rows in the grid.

Use: (1) the Set command to overwrite the previously set field value in the merged record; (2) the Append and Paste as Append commands to append to the set of previously set value(s) of a multi-valued field; and (3) the Concatenate and Paste as Concatenate commands to concatenate to the previously set value of a text field.