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Side by Side View

Overview

The Side by Side view displays records from two features in parallel panels for comparison, matching, and data reconciliation. It includes similarity scoring, field-level matching with multiple algorithms, and the ability to link matched records together.

This view is essential for data deduplication, invoice reconciliation, import validation, and any workflow requiring record comparison.

Master-detail layout

The view is split into two panels:

PanelDescription
Primary (left)Records from the current feature
Compare (right)Records from a second feature (configured via compareFeatureId)

Both panels show their records as tables with sorting, filtering, and conditional formatting. The invertSides option swaps which feature appears on which side.

Field matching

Simple matching

Map fields between the two features using compareFields — a straightforward name-to-name mapping where matching field values are highlighted.

Advanced matching with similarity scoring

For intelligent comparison, configure compareMappings with detailed matching rules per field pair:

MethodDescription
equalsExact match
containsOne value contains the other
startsWithValue starts with the comparison
endsWithValue ends with the comparison
numericToleranceNumbers within a configurable tolerance range
dateDaysToleranceDates within a configurable number of days
levenshteinFuzzy text matching using edit distance

Each mapping has a weight that contributes to the overall similarity score. The minSimilarityScore threshold determines when records are considered a match — matching records are highlighted with color coding.

Record linking

Once records are matched, the view can store the relationship:

SettingDescription
Primary link columnColumn in the primary feature to store the compared record's ID
Compare link columnColumn in the compare feature to store the primary record's ID
Primary ID columnDomain ID column in the primary feature
Compare ID columnDomain ID column in the compare feature

When a user confirms a match, both records are updated with references to each other, creating a permanent link.

Filtering and display

Each panel has independent configuration:

  • Default filters — Pre-applied filters per side
  • Hidden columns — Columns to hide per side
  • Conditional formatting — Color conditions per side
  • Form field mapping — Map fields when creating linked records from matched data

Associated executions

Workflow actions can be configured to run on matched records — for example, automatically reconciling invoices, merging duplicate contacts, or flagging discrepancies for review.