{"id":5128,"date":"2026-02-24T12:25:24","date_gmt":"2026-02-24T12:25:24","guid":{"rendered":"https:\/\/www.arivonix.ai\/techsupport\/docs\/combining-records\/"},"modified":"2026-03-02T10:44:50","modified_gmt":"2026-03-02T10:44:50","password":"","slug":"combining-records","status":"publish","type":"docs","link":"https:\/\/www.arivonix.ai\/documentation\/docs\/combining-records\/","title":{"rendered":"Combining Records"},"content":{"rendered":"<section class=\"documentation-content\">\n<h1>Combining Records<\/h1>\n<p>Configure and merge multiple data sources by defining transformation rules for combining records based on business requirements.<\/p>\n<h2>Configuring Combined Records<\/h2>\n<ol>\n<li>Click the <strong>Plus<\/strong> icon and select <strong>Combine Records<\/strong>.<img decoding=\"async\" class=\"img-fluid img-screenshot\" src=\"\/documentation\/tech-image\/Tech\/Combine_Records\/image_3.84.png\/\" alt=\"Relevant visual\" \/><\/li>\n<li>Enter the required details:\n<ul>\n<li><strong>Transformation Name<\/strong><\/li>\n<li><strong>Description<\/strong><\/li>\n<\/ul>\n<\/li>\n<li>Configure the secondary data source:\n<ul>\n<li>Select the <strong>Source Schema<\/strong><\/li>\n<li>Select the <strong>Source Table<\/strong><\/li>\n<\/ul>\n<\/li>\n<li>After configuring all details, either:\n<ul>\n<li>Click <strong>Save<\/strong> to store the transformation <img decoding=\"async\" class=\"img-fluid img-screenshot\" src=\"\/documentation\/tech-image\/Tech\/Combine_Records\/image_42.01.png\/\" alt=\"Relevant visual\" \/><\/li>\n<li>Click <strong>Cancel<\/strong> to discard the changes\u00a0<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p>The secondary data set will be combined with the primary data set according to the defined merge rules and matching criteria specified for the business case.<\/p>\n<\/section>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Combining Records Configure and merge multiple data sources by defining transformation rules for combining records based on business requirements. Configuring Combined Records Click the Plus icon and select Combine Records. Enter the required details: Transformation Name Description Configure the secondary data source: Select the Source Schema Select the Source Table After configuring all details, either: [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[178],"doc_tag":[],"class_list":["post-5128","docs","type-docs","status-publish","hentry","doc_category-workflow-designer"],"year_month":"2026-04","word_count":93,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Hari","author_nicename":"hari","author_url":""},"doc_category_info":[{"term_name":"Workflow Designer","term_url":"https:\/\/www.arivonix.ai\/documentation\/docs-category\/workflow-designer\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/www.arivonix.ai\/documentation\/wp-json\/wp\/v2\/docs\/5128","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.arivonix.ai\/documentation\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.arivonix.ai\/documentation\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.arivonix.ai\/documentation\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.arivonix.ai\/documentation\/wp-json\/wp\/v2\/comments?post=5128"}],"version-history":[{"count":2,"href":"https:\/\/www.arivonix.ai\/documentation\/wp-json\/wp\/v2\/docs\/5128\/revisions"}],"predecessor-version":[{"id":5324,"href":"https:\/\/www.arivonix.ai\/documentation\/wp-json\/wp\/v2\/docs\/5128\/revisions\/5324"}],"wp:attachment":[{"href":"https:\/\/www.arivonix.ai\/documentation\/wp-json\/wp\/v2\/media?parent=5128"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.arivonix.ai\/documentation\/wp-json\/wp\/v2\/doc_category?post=5128"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.arivonix.ai\/documentation\/wp-json\/wp\/v2\/doc_tag?post=5128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}