Rationalization

The Rationalization tab displays the rationalization activity for data records. The Rationalization module provides a mechanism to consolidate multiple data records into a single record. A common use case of list rationalization is to consolidate multiple locations into a single location. To configure, add a Target Data Type Name text or lookup alias data column to a data type. For example, the data column Target Location Name was added to the Location data type. Enter (or select) the Name of the target data record in the Target Data Type Name field. A scheduled cron job rationalizes data records. Configure rationalization settings on the Module Settings – Rationalization page. You can choose to move attachments, history, notes, and images to the target data record after rationalization.

Available operations:

• View the rationalization activity for the data record
  • Columns available
    • Data Type – Data type of the rationalized data record
    • Source Record – Name of the source data record
    • Target Record – Name of the target data record
    • Source Links – Number of links to the source data record
    • Rationalized Links – Number of links added to the target data record
    • Timestamp – Date and time the rationalization activity occurred
• You can also change the number of visible rows in the table, set column visibility, export to CSV or Excel, refresh the table, and search for text