When handling tasks in a Merging campaign, data stewards
may find that the source records of two or more tasks should be merged into a single
task.
Procedure
-
On the Tasks page, click the name of the
Merging campaign you want to open.
-
From the list of the tasks assigned to you, whether at the initial state or at the
validation state of the workflow, select the tasks you want to merge.
Tip: From the task list, hold the
Ctrl or
Shift keys to select multiple
tasks. On Mac, hold the Cmd or
Shift keys.
-
In the right panel, click .
The values in the new task are selected according to the campaign default
survivorship rules applied to all source records. This means that any manual change
done in the meantime on the tasks just merged is lost.
The selected tasks are
merged into one and moved to the bottom of the list. Any comments attached to the
merged tasks will be removed and the new task will have no comments.
-
Optionally, click the Undo arrow in the top right corner to revert the merge and
split the merged task into the initial individual tasks.
