12.1.9.8.14 Merge in List View

This functionality allows you to merge objects directly within the List view. This feature simplifies the process of consolidating data by transferring all associated Impacts and Associations to a single object.

This feature is available in all modules except Process.

How to Merge Objects in the List View

*To perform this action, ensure that the ‘Select Box’ is visible. To add it, go to and click on the ‘Select Box’ option.

1. Navigate to the List view of any module.
2. Use the select boxes to select the TWO objects you wish to combine. If you select more than two objects, the option will be unavailable.

!The object listed first will be merged into the object listed second.

1. Once you’ve selected the objects, click on the ellipsis menu at the top of the list.
2. Select the ‘Merge’ option.
3. The merge process will transfer all Impacts and Associations from the first object to the second, resulting in a consolidated item.