Duplicate Check
  • 30 Jan 2024
  • 1 Minute to read
  • Dark
    Light

Duplicate Check

  • Dark
    Light

Article Summary

Duplicate Check

Field Manager: Duplicate Check/ Unique Value Fields

When creating a new record, fields marked as unique are checked. If values match with existing records, the application prompts the user accordingly. This function helps to avoid unnecessary duplication of records.


Setting a field as unique at the field level

1. Click Manage/Setup

2. Click Field Manager

3. Click Manage Fields

Location of Manage Fields

4. Select the desired field (edit) 

5.Set Mark as Unique to Yes.


Set Mark as Unique to Yes

 

6. Click Save.

 

Configure Fields to Mark as Unique by Type

1. Click Manage/Setup

2. Click Field Manager

3. Click Fields by Type

4. Select Type

5. Configure fields to mark as a unique value


Manage/Assign Fields by Type

 

From Manage/Assign Fields by Type, select or deselect the mark as unique option as desired 

Note: Items are marked or not marked as set by default in the Add New Field page or Manage/Edit Field page for that field

 

Duplicate Check In Action

If an exact match is found, the following warning message will display.


Warning Message for exact match found

 

Enter a unique value and continue.


Was this article helpful?

What's Next