Merge Matches

Merge Matches is a way to automatically identify which ideas are similar to one another, giving you the option to merge them together to help reduce the number of duplicate ideas. 

Appended to the top of the Ideas Grid, or next to an idea, you can initiate the Merge Match feature at any time!  When there are new suggestions available, the button will appear with the number of ideas available. Otherwise, the button will not be present.

Clicking the Merge Matches button at the top of the Ideas Grid will act as a filter for the grid. If you are in a filtered view or saved view, the grid will filter to only ideas that are suggested merges and the merge match window will only suggest matches for ideas that are part of your filtered results.

Merge Match

1. Starting from the Idea Grid, you can now filter the grid to show only Ideas that have a Marge Match candidate. It will honor the filter settings to show you only applicable candidates. Filters apply to both items in the merge match pairs, so if you only want to consider Open ideas, filter the grid by open statuses, and click the Merge Match pill - this will show you only ideas meeting the criteria. This works for any filter settings.  
   
2. Clicking the "Merge Match" button on any idea will pop up the merges window to begin merge matching
   
3. You can choose to Merge, Reject, Go Back & Forward to other matches, and Exit at any time.
   • Merging removes the "merged" idea from the filtered view, and once merged, all votes, comments, users, feedback, and labels will be combined into the idea
   • Reject will remove the merge match from the grid, which could also result in related ideas being removed if they do not have any other potential merge match candidates
   • Back and forward arrows will allow you to skip matches without making a decision on them
     • When going forward, an idea can potentially have multiple merge matches, it will iterate through them before going through the next idea
   • Exit the flow by clicking the x in the top right corner.
4. Return to the main grid via removing the Merge Match filter by clicking the x on the "Suggested Merges" filter button at the top of the Idea Grid.
   

Things to Note

• Merge Matches will only show ideas in the applied filters, if no filters are applied it will show all possible merge matches in the idea set. 
• Want the idea to merge in the other direction so that it is in the correct Forum and/or Category? Click the double arrows in the middle to flip the direction of the merge.
• You can create a saved view with the "Merge Match" filter
  • Follow our Saved Views article and apply the "Merge Match" filter before saving the view to create a view that only includes merge match candidates.
  • Edit an existing saved or shared view by applying the view to the grid, then applying the Merge Matches filter, then clicking the "Edit" icon, and saving the changes to the view