Finding duplicate cases

You can find cases in your application that match a set of weighted and exact conditions. By tracking duplicate cases in your application, you can save time and ensure that each case represents a unique request.

1. Add the Duplicate Search shape to the life cycle of your case type.
   1. In the navigation panel, click Case types, and then click the name of a case type.
   2. On the Workflow tab, click Life cycle.
   3. Hover over a process in a stage, and then click + Step > More > Utilities > Duplicate Search.
      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.
   4. Click Select.
2. Define the criteria that determines whether a case is a duplicate.
   1. Switch to Dev Studio to access the options for weighted and exact conditions.
3. Optional: To make a temporary case become a permanent object in your data base when no duplicates are found, add the Persist Case shape to the life cycle of your case type.