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Administrator Guide
Last Updated: 2023-06-23
Reference: Merge Rules for Campus Engagement

Reference: Merge Rules for Campus Engagement

When you merge source and target records, consider how Workday merges data fields for Campus Engagement.
These merge rules apply to student applicant and student prospect records. See Reference: Merge Operations.
Field
Source Value?
Target Value?
Merge Operation
Merge Description
Ad Hoc Engagement Action Item Assignment
Yes
Yes
Append
Workday takes the source value and adds it to the target.
Ad Hoc Engagement Action Item Assignment
Yes
No
Append
Workday keeps the source value on the target if the source has value and the target doesn't.
Ad Hoc Engagement Action Item Assignment
No
Yes
Append
Workday keeps the target value if source has no value and the target does.
Engagement Email Assignment
Yes
Yes
Append
When not functionally equivalent, Workday finds the most recent update and keeps it on the target.
Engagement Email Assignment
Yes
No
Append
When not functionally equivalent, Workday keeps the source value on the target if the source has value and the target doesn't.
Engagement Email Assignment
No
Yes
Append
When not functionally equivalent, Workday keeps the target value if the target has value and the source doesn't.
Student Engagement Item
Yes
Yes
Append
When not functionally equivalent, Workday finds the most recent update and keeps it on the target.
Student Engagement Item
Yes
No
Append
When not functionally equivalent, Workday keeps the source value on the target if the source has value and the target doesn't.
Student Engagement Item
No
Yes
Append
When not functionally equivalent, Workday keeps the target value if the target has value and the source doesn't.
Student Hold Assignment
Yes
Yes
Append
Workday keeps all functionally unique records. When not functionally equivalent, Workday appends the source values to the target.
Student Hold Assignment
Yes
No
Append
Workday keeps the source value on the target if the source has value and the target doesn't.
Student Hold Assignment
No
Yes
Append
Workday keeps the target value if source has no value and the target does.
Student Note
Yes
Yes
Append
Workday keeps all functionally unique records. When not functionally equivalent, Workday appends the source values to the target.
Student Note
Yes
No
Append
Workday keeps the source value on the target if the source has value and the target doesn't.
Student Note
No
Yes
Append
Workday keeps the target value if source has no value and the target does.
Unsubscribe Emails
Not Applicable
Not Applicable
Custom Processing
Workday keeps all functionally unique unsubscribe settings from both the source and target and puts it on the target. Workday determines functional equivalency by the email address attribute and notification categorization relationship.
Engagement Item Receivable Printed Item
Yes
Yes
Custom Processing
When functionally equivalent, Workday keeps the value on the target if the source and target have matching values for both the Printed Engagement Item and a functionally equivalent Student Prospect Record. Workday disconnects duplicate Engagement Receivable Printed Item Assignments from its Prospect or Student record.
Engagement Item Receivable Printed Item
Yes
Yes
Custom Processing
When not functionally equivalent, Workday moves unique Engagement Item Receivable Printed Item Assignments to the target.
Engagement Item Receivable Printed Item
No
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target value if the source doesn't have value and the target does.
Engagement Item Receivable Printed Item
Yes
No
Custom Processing
When not functionally equivalent, Workday keeps the source value on the target if the source has value and the target doesn't.