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.

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.

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