Configuring the Duplicate Check Dialog

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.

Note: The Duplicate Check dialog will display a maximum of 20 files that match the criteria of the duplicate check rule.

There are two steps to building a duplicate detection rule: Configuring a Duplicate Detection Rule, and configuring the duplicate warning that will be shown to the user submitting the form, as in the example shown below:

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).

2. On the Display Fields tab, click Add.
3. Click the drop-down list in the Field column, select a field to display on the duplicate warning dialog, and click Add.
4. Note: At least one unique identifier should be included on this dialog to enable users to easily identify and distinguish the files listed as potential duplicates for further investigation: for example, File ID, Brief Factual Description, etc.
4. Click Add to select more fields to display on the duplicate warning dialog.
5. To reorder the sequence that the fields will appear in on the warning dialog, click the upward and downward carets next to the field.
6. Click Save.