Duplicate Rules

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 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:

Select a field from the list.

Select operator.

Enter message to show to the user.

Try it out

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