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Duplicate Forms

To maintain the integrity of your data, it’s a good idea to have rules in place to reduce duplicate records in the system.

Create a duplicate detection rule

1. Go to form explorer.
2. Select the form you want to create the duplicate rule for, then click on the ‘Rules -> Duplicate Rules’ menu item from the toolbar.
3. Click
The duplicate rule designer opens with a single rule created for you.
4. Add a rule name in the description box.
5. Add rule. To Add rule:
a. Select a field from the list.
b. Select operator.
c. Enter a message to show to the user.