{"id":21988,"date":"2018-04-04T13:12:41","date_gmt":"2018-04-04T13:12:41","guid":{"rendered":"https:\/\/www.paribuscloud.com\/help\/?p=21988"},"modified":"2025-05-14T14:12:39","modified_gmt":"2025-05-14T14:12:39","slug":"custom-fields-adding-match-condition","status":"publish","type":"post","link":"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-match-condition\/","title":{"rendered":"Custom fields &#8211; Adding as a Match condition"},"content":{"rendered":"<p><!----------------------------- Article Header Start - DO NOT REMOVE ------------------------------><\/p>\n<table class=\"article-header-table\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-header\">\n<td style=\"border-top: 5px solid currentColor;\" valign=\"top\" width=\"25%\"><b>Summary:<\/b><\/td>\n<td style=\"border-top: 1px solid currentColor;\" valign=\"top\">This article explains how you can set up a Custom Field as a Match condition.<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td valign=\"top\"><b>Article Type:<\/b><\/td>\n<td valign=\"top\">How-To Guide, Technical Article<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"border-bottom-color: currentColor; border-bottom-width: 3px; border-bottom-style: solid;\" valign=\"top\"><strong>Related Product(s):<\/strong><\/td>\n<td style=\"border-bottom-color: currentColor; border-bottom-width: 1px; border-bottom-style: solid;\" valign=\"top\">This article relates to the following products:<\/p>\n<ul>\n<li>Paribus 365&#x2122; Data Cleansing<\/li>\n<li>Microsoft Dynamics 365 CRM<\/li>\n<li>Infor CRM \/ Saleslogix<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Header End ---------------------------------------><\/p>\n<h2><strong>Custom fields &#8211;\u00a0Adding as a Match condition<\/strong><\/h2>\n<p>To be able to add a new Match Condition it is necessary to first set up a Data Set.<\/p>\n<p>Navigate to \u201cData Sets\u201d area in \u201cData Layer\u201d.\u00a0 Right-click in some white space and select \u201cNew Data Set\u201d<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21989\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match.png\" alt=\"Custom Field - Match Condition\" width=\"429\" height=\"312\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match.png 429w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match-300x218.png 300w\" sizes=\"(max-width: 429px) 100vw, 429px\" \/><\/p>\n<p>Select the \u201cData Set Wizard\u201d button.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21992\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match1.png\" alt=\"Custom Fields - Match 1\" width=\"566\" height=\"529\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match1.png 566w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match1-300x280.png 300w\" sizes=\"(max-width: 566px) 100vw, 566px\" \/><\/p>\n<p>Click on \u201cNext\u201d<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21993\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match2.png\" alt=\"Custom Fields - Match 2\" width=\"561\" height=\"531\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match2.png 561w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match2-300x284.png 300w\" sizes=\"(max-width: 561px) 100vw, 561px\" \/><\/p>\n<p>Type in a data set name to match the style of standard definitions and use the drop-down to select an appropriate data type &gt; Next<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21994\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match3.png\" alt=\"Custom fields - Match 3\" width=\"563\" height=\"530\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match3.png 563w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match3-300x282.png 300w\" sizes=\"(max-width: 563px) 100vw, 563px\" \/><\/p>\n<p>Use drop down to select data set.<br \/>\nClick on Next\u201d<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21995\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match4.png\" alt=\"Custom fields - Match 4\" width=\"564\" height=\"534\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match4.png 564w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match4-300x284.png 300w\" sizes=\"(max-width: 564px) 100vw, 564px\" \/><\/p>\n<p>Select table which holds the field of interest.<br \/>\nClick on \u201cNext\u201d<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21996\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match5.png\" alt=\"Custom fields - Match 5\" width=\"564\" height=\"530\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match5.png 564w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match5-300x282.png 300w\" sizes=\"(max-width: 564px) 100vw, 564px\" \/><\/p>\n<p>Identify the table primary key (PK).<br \/>\nClick on \u201cNext\u201d<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21997\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_matc6.png\" alt=\"Custom Fields - Match 6\" width=\"562\" height=\"529\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_matc6.png 562w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_matc6-300x282.png 300w\" sizes=\"(max-width: 562px) 100vw, 562px\" \/><\/p>\n<p>When working within one table only the foreign key column can be set to same value as PK &gt; click on \u201cSame as Primary Key\u201d button.<\/p>\n<p>Click on \u201cNext\u201d<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21998\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match6.png\" alt=\"Custom fields - match 6\" width=\"563\" height=\"530\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match6.png 563w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match6-300x282.png 300w\" sizes=\"(max-width: 563px) 100vw, 563px\" \/><\/p>\n<p>Identify the match value by checking the box next to the field of interest.<br \/>\nClick on \u201cNext\u201d<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22000\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match7.png\" alt=\"Custom fields - Match 7 \" width=\"563\" height=\"531\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match7.png 563w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match7-300x283.png 300w\" sizes=\"(max-width: 563px) 100vw, 563px\" \/><\/p>\n<p>Set the description to be used for the match value.\u00a0 This is usually the same field as the match value.<\/p>\n<p>Click on \u201cNext\u201d<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22001\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match8.png\" alt=\"Custom fields - Match 8\" width=\"568\" height=\"530\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match8.png 568w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match8-300x280.png 300w\" sizes=\"(max-width: 568px) 100vw, 568px\" \/><\/p>\n<p>Set the value that will show in the Information column.<\/p>\n<p>Note:\u00a0 When setting up a Data Set to be used as a condition, only select the match value to show as a piece of information.<\/p>\n<p>Click on \u201cNext\u201d<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22002\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match9.png\" alt=\"Custom fields - Match 9\" width=\"565\" height=\"531\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match9.png 565w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match9-300x282.png 300w\" sizes=\"(max-width: 565px) 100vw, 565px\" \/><\/p>\n<p>A preview of the data set is shown.<\/p>\n<p>Click on \u201cFinish\u201d and \u201cClose\u201d buttons.<\/p>\n<p>This completes set up of the Data Set required for the Match Condition.<\/p>\n<h2>Match Condition<\/h2>\n<p>Now we can add the Match Condition.<\/p>\n<p>Navigate to \u201cMatch Conditions\u201d area in \u201cMatching Layer\u201d.\u00a0 Right click in some white space and select \u201cNew match Condition\u201d<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22003\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match10.png\" alt=\"Custom fields - Match 10\" width=\"525\" height=\"325\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match10.png 525w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match10-300x186.png 300w\" sizes=\"(max-width: 525px) 100vw, 525px\" \/><\/p>\n<p>Select the appropriate data source configuration for which this will be used.\u00a0 In this example \u201cSingle Data Source\u201d is used.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22004\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match11.png\" alt=\"Custom fields - Match 11\" width=\"522\" height=\"440\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match11.png 522w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match11-300x253.png 300w\" sizes=\"(max-width: 522px) 100vw, 522px\" \/><\/p>\n<p>Type in a data set name to match the style of standard definitions and using the drop downs select the data set just setup Click on \u201cOK\u201d<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22005\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match12.png\" alt=\"Custom Fields - Match 12\" width=\"452\" height=\"474\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match12.png 452w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match12-286x300.png 286w\" sizes=\"(max-width: 452px) 100vw, 452px\" \/><\/p>\n<p>Link this new match condition to a Match Set, in this example this is the \u201cMicrosoft CRM Account Name Match\u201d<\/p>\n<p>Click on \u201cLink\u201d<\/p>\n<p>This completes the setup of the Match Condition and it will now be available when setting up a new Match Session as shown in screenshot below.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22006\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match13.png\" alt=\"Custom Fields - Match 13\" width=\"723\" height=\"579\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match13.png 723w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/04\/custom_field_match13-300x240.png 300w\" sizes=\"(max-width: 723px) 100vw, 723px\" \/><\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"width: 25%; border-top-color: currentColor; border-top-width: 3px; border-top-style: solid;\" valign=\"top\"><strong>\u00a0Related Resources:<\/strong><\/td>\n<td style=\"width: 75%; border-top-color: currentColor; border-top-width: 1px; border-top-style: solid;\" valign=\"top\">\n<ul>\n<li><a href=\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery-custom-fields\/\">Paribus 365 Data Cleansing Custom Field articles<\/a><\/li>\n<li><a href=\"https:\/\/www.paribuscloud.com\/help\/paribus-Discovery\/how-to-guides\/\">Paribus 365 Data Cleansing How-To articles<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\"><strong><span style=\"color: #444444;\"><span style=\"line-height: 14px; font-size: 14px;\">Further Information:<\/span><\/span><\/strong><\/td>\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\">\n<ul>\n<li><a href=\"https:\/\/www.paribuscloud.com\/help\/\">Paribus Help Center Menu<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/faqs\/\">Paribus 365 Data Cleansing FAQs<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/troubleshooting\/\">Paribus 365 Data Cleansing Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/how-to-guides\/\">Paribus 365 Data Cleansing How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">Paribus 365 Data Cleansing Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">Paribus 365 Data Cleansing Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Footer End ---------------------------------------><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-21988\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-match-condition\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-21988\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-match-condition\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-match-condition\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Summary: This article explains how you can set up a Custom Field as a Match condition. Article Type: How-To Guide, Technical Article Related Product(s): This article relates to the following products: Paribus 365&#x2122; Data Cleansing Microsoft Dynamics 365 CRM Infor CRM \/ Saleslogix Custom fields &#8211;\u00a0Adding as a Match condition To be able to add &hellip; <a href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-match-condition\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Custom fields &#8211; Adding as a Match condition<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-21988\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-match-condition\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-21988\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-match-condition\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-match-condition\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[163,134,164,14,1956,13,15,23],"tags":[],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.1.2 - 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