Improve the performance of your duplicate case search and limit the number of potential
duplicates by defining basic conditions for potential duplicate cases.
Before you begin: Add a Search duplicate cases shape to the life cycle of your
case type.
For
more information, see
Searching duplicate cases.
-
In the navigation pane of Dev Studio, click Case types, and then click the
case type that you want to open.
-
In the case working area, on the Workflow tab, click
Life cycle.
-
In the Case life cycle section,
click
the Search duplicate cases step for which you want to define basic
conditions.
-
In the step property panel, click Add basic condition.
-
In the
dialog
box that appears, in the Potential duplicate,
Comparator, and Current case fields, enter
the
property names and values that you want to use to determine duplicates. in a comparison
against the existing cases, to determine duplicates.
The application uses these values to compare existing cases against the current case
to identify potential duplicates.
For example: To compare your case with all cases that contain the same email address, enter
Email is same.
- Optional:
To define more basic conditions, in the dialog box, click
Add a row, and then go to step 5.
- Optional:
To mark the case as a potential duplicate only when the case meets all basic
conditions, in the field below When, select
and.
- Optional:
To mark the case as a potential duplicate when the case meets at least one basic
condition, in the field below When, select
or.
-
Click OK.
-
Click Save.
Result: At
run time, the application evaluates the basic conditions first to limit the
list of potential duplicates. If the case meets the basic conditions, the system analyzes the
weighted conditions. Users can decide whether to close a case as a duplicate or ignore the
potential duplicate and continue. A dialog box provides the reason for marking the case as a
potential duplicate, which helps users make an informed decision.
What to do next: Define the weighted conditions for the case. For more
information, see Defining a threshold with weighted conditions for a case type.