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 of Dev Studio, click Case types, and then click the case type that you want to open.
    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. Define a threshold that duplicates must exceed and the weighted conditions that support it.
    2. Define the conditions that duplicates must match exactly.
  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.