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. Make sure you are a member of a team with 'Duplicate Rules' security role.

2. Go to form explorer.

3. Select the form you want to create the duplicate rule for, then click on 'Rules -> Duplicate Rules' menu item from the toolbar.

4. Click

The duplicate rule designer opens with a single rule created for you.

5. Add a rule name in the description box.

6. Add rule. To Add rule:

a. Select a field from the list

b. Select operator

c. Enter message to show to the user

See duplicate rule in action.