236.77

v 12.0 Third Party
Lines of code 422
Technical Name manatec_merge_tool
LicenseOPL-1
Websitehttps://www.manatec.de/merge-tool
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Lines of code 422
Technical Name manatec_merge_tool
LicenseOPL-1
Websitehttps://www.manatec.de/merge-tool

manaTec Merge Tool

This module provides the possibility to merge data sets within all models.

Sometimes existing data records are created multiple times by mistake. It is difficult for the user to clean up this mess. This module offers a fairly simple way to clean up duplicate entries.

Attention! A merge is usually irreversible. For this reason this module offers the possibility to create a log file. This allows you, your administrator or us to undo your operation under certain circumstances.

For security reasons, the Merge Tool is disabled for most models. Only when we know which modules you use in your system, we can make the appropriate configuration. Please contact us for the correct configuration!

How to merge

Where do you find the Merge Tool?

Settings/Merge Tool

Menu item of the Merge Tool

First step model selection

View metadata
Metadata
Field information

How to find the right model?

Best way

  • Activate the developer mode
  • Go into an overview where you see the records that have duplicates
  • Open one record in the form view
  • Click on the bug-symbol and open the metadata

If you do not know where to find the view but know where the records of the model are referenced

  • Activate the developer mode
  • Hover over the field
  • Look at the relation

Select the Model

Enter the technical name of the model into the selection

Selection of the model

Second Step Record Selection

In this example there are two titles "Mister" and one title "Mr.".

You can choose which of the titles is the correct one, but you should prefer the one that is correctly configured and should continue to be used.

If a value is missing in a field of the target record and one of the records to be merged has that value, it will be merged with the target record.

Example for duplicates
Merge record selection

First select the Target data set.

Then add records for merging via "Add a line".

Optional: in this step you can create a log file.

Click "Merge" to start the merge and "Cancel" to cancel the merge.

For your own safety, you must confirm a second time that you want to merge the records.

Final step and what to do with the log file

If the checkbox for creating the log file was set, you can now download a file.

You can now open this file with a text editor.

If you want to undo the merge, please contact us and we will show you how it works.

Log file
Result check

In the example, (name:"Mr.", shortcut:False) and (name:"Mister", shortcut:"Mr.") were merged into (name:"Mister", shortcut:False).

Result of this merge (name:"Mister", shortcut:"Mr.").

Contact & Support

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Try out our other apps!

Challenges with this module, wishes for more functions or questions about Odoo? Contact us!

Version: 1.1.0
Last Updated: 16.04.2021
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