Merge entities

Guide

The Merge into action allows you to merge duplicate entities while preserving important information. It provides a convenient way to merge entities in both the Entity View and as a batch action in other views, such as the Table view.

How to merge two entities?

To access the Merge action for an entity, click on the ellipsis ... button.
From the dropdown menu, select the "Merge into..." option.
After selecting the "Merge into..." option, a search interface will appear. Use the search interface to find entities of the same database that you want to merge.
Click on a specific entity merge.

How merge works?

The merge operation will combine the information from the source entity into the target entity according to the following rules:

If the target entity has a field set, that field will be preserved.
For checkbox fields, if at least one source entity has it checked, it will be checked in the target entity.
If the target entity has an empty field, but a source entity has that field set, the field will be set for the target entity using the information from the first source entity.
All collections and multi-selects will be merged, with all entities from the source collections moved to the target entity.
Comments will be merged, possibly from a system user.
Highlights will be set for the new target entity.
Content from rich text fields in the source entities will be appended to the target entity's rich text fields, with a prefix H3 header indicating the merge source.

After the merge, the source entities will be deleted.

Known Issues (missing things)

Inline comments of deleted entities are missing after the merge.
Highlight sources will be missing after the merge.
Duplicated notifications may be received for mentions from rich-text fields (not applicable to comments).
Pointing references to the target entity after the merge is not working.