What’s new?
We have added a new Merge Suite functionality that allows the users to merge a specific List Value.
It is designed to enable customers safely and efficiently move and restructure List of Values data in bulk.
This tool empowers users with the correct permissions to manage their data independently and with greater ease. Additionally, we have added the ID column for Nationality, Source and List of Values Merge in order to enhance the visibility when being in the merge process.
How do I start using it?
Add ID Column for Nationality and Source
We have enhanced the Merge Suite to help admin users easily identify and merge the correct values by displaying ID values.
When we navigate to Tools ; Merge Suite ; Open either the Nationality or Source section ; Proceed to the second stage of the wizard, then:
In the Select Nationality/Source and Merge Into form:
user will see the ID values displayed in a separate column.
Merge Suite - List of Values - Menu Option
The option can be found within the menu structure of Tools > Merge Suite > List of Values
Please keep in mind that List of Values Merge is based on the following permission Permission to use the Merge Suite being added in the user's role.
List of Values
The List of Values Merge functionality within the Merge Suite has been enhanced to support two types of value lists:
System Coded Values
Custom Values
This distinction is not made through separate menu options, but is instead determined dynamically at Step 2 of the merge wizard, based on the type of List Name selected by the user.
When the user reaches Step 2 of the merge wizard and selects a List Name, the system identifies whether the selected list is:
A System Coded List (predefined and not editable)
A Custom List (created and managed by the users)
If the List Name is System Coded:
The List Name is displayed in the picklist along with its System Code (if available).
System-coded List Values cannot be selected as source values for merging.
However, system-coded values can be selected as target values in the Merge Into field.
If the user attempts to select the same value for both source and target, an error message appears: You cannot select the same List Value to Merge.
Additionally, if the feature toggle Block Merge List Values for Pay and Bill Customers is enabled, certain system-coded lists (e.g., Cost Centre, Country, County, Marital Status, Title) will be excluded from the picklist entirely.
If the List Name is Custom:
The list is displayed in the picklist, and the System Code column will be blank.
Only custom List Values are shown in the value selection step.
System-coded values cannot be selected or merged in this context.
The same validation applies: selecting the same value for both source and target will trigger an error message.
Steps 3 (Confirmation) and 4 (Results) follow the same process as for other Merge Types (Attribute Master Merge, Nationality Merge) regardless of whether the selected list is system coded or custom.
