Manage Entities
In this article, you’ll learn how to manage and configure entities for use with Duplicate Manager.
Prerequisites
- Security Roles: System Administrator or Duplicate Manager Admin
Configuring a new Entity
To set up a new entity with Duplicate Manager:
- Open the Duplicate Manager App from your app overview.
- Navigate to Entity Configuration via the sidebar
- If no entities are configured yet, you’ll see a welcome popup (refer to First Time opening Duplicate Manager for more details).
- In the top panel, click the entity name to open the Entity Select dropdown.
- Click + Add Entity.
- In the popup window, search for and select the entity you want to configure, then press Confirm (✔).
Background Setup Process
Adding an entity will start a background setup process to prepare it for Duplicate Manager features.
This process may take up to 10 minutes, depending on the number of forms in the entity.
During the setup, you can already configure rules and adjust settings. However, ignoring records, starting jobs, and duplicate prevention inside forms will not work until the setup is complete.
You can manually trigger the setup process at any time via the Advanced tab.
This is especially important when you add new forms to an entity — you must trigger the setup again to ensure Duplicate Manager works with the new forms.
You can monitor the status with the indicator in the top right corner of the Entity Configuration screen. If the setup could not complete (or only partially completed), a warning or error indicator will appear. You can check the cause of the error in the Advanced tab (for this functionality, plugin trace logging must be enabled – see Enabling Plugin Trace Logging).
Handling Errors in the Setup Process
Coming Soon
Next Steps
Next, you can add Rules or configure the Entity Settings.