Duplicate Prevention
Duplicate Prevention makes it possible to detect potential duplicates when viewing, editing, or before creating and saving records. Depending on the configuration, duplicate records can be flagged or their creation can be entirely blocked.
Matching records are displayed directly in the form, where—depending on security roles—they can be reviewed, merged, deleted, or ignored.
Duplicate Manager offers a wide range of settings to customize how duplicate detection behaves within forms.
For each scenario involving forms—such as creating, viewing, or editing records—you can define how and when duplicate detection should be performed.
This article provides an overview of the available configuration options for each scenario.
Prerequisites
- Security Roles: System Administrator or Duplicate Manager Admin
- At least one added entity (refer to Manage Entities).
Similar Settings
Each scenario (e.g. creating, viewing, or editing records) offers the same three configuration options:
- Show warning when saving/viewing/editing records
Enables or disables duplicate detection and warnings in the respective scenario. - Warning Text
The message displayed to the user when a potential duplicate is detected - Rules to Use
Defines which rules should be applied when searching for duplicates. If multiple rules are selected, a match with any rule will trigger a warning.
At the top of the Creating and Saving Records section, you’ll find the option to synchronize these three settings across all scenarios. When enabled, the values configured for this scenario will automatically be applied to the others as well.
Creating and Saving Records
- Block Creation and Saving of Duplicates
This setting allows you to block users from creating and saving records when Duplicate Manager detects a potential duplicate.
When enabled, if Duplicate Manager identifies a potential duplicate, users will be prevented from saving the record and will receive a warning popup with the custom text defined in the settings.
Viewing Records
- Show warning for duplicates in read-only mode
If a user opens a record that is in read-only mode, duplicate detection will only occur if this setting is set to Yes.
Editing Records
- Perform duplicate search after editing the following fields
Decide whether to perform a duplicate search whenever any field is edited in the form, or only when a field is edited that is part of a rule selected in Rules to Use.