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Duplicate Check   
Page last modified on Monday, January 25, 2021 3:10 PM (by Nash DeVita) (initially created on Monday, January 25, 2021 2:55 PM)
Assigned to: Field Manager
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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

4. Select the desired field (edit) 

5.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

 

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.

 

Enter a unique value and continue.

 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
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