Configuring a Duplicate Detection Rule

A duplicate detection rule compares the content of specified fields between files. When there is an exact match between these fields, a dialog is shown to the user attempting to submit the file.

There are two steps to building a duplicate detection rule: configuring the rule's properties (what causes it to trigger), and configuring the duplicate warning that will be shown to the user submitting the form (see Configuring the Duplicate Check Dialog).

Remember: In order for duplicate detection rules to be triggered, the submission form must be configured for duplicate checks. See Saving the Form for more information.

Prerequisite: You must have the 'Duplicate Management' role function enabled.

1. Access the Duplicate management page (page 1) and click New.
2. On the Properties tab, enter a Rule Name.
3. Edit the Rule MessageThe test results are received via a message from the client integration engine to the RL integration engine. Each message may contain one or more test results; these test results only pertain to a single order., if necessary.
4. Click Included File State and select all the file states that should be included in the duplicate check.
5. Specify the fields to be checked for identical information by clicking in the Exact Match Fields drop-down and selecting the desired fields.
6. Choose whether the duplicate search will be conducted Within User's ScopeThe files to which you have access. or Outside User's Scope.
7. Click Active to have the rule enabled right away once it is built.
8. Click Save (not shown), or go to the Display fields tab to specify what fields should appear on the duplicate warning dialog. See Configuring the Duplicate Check Dialog.