Detect Duplicate and Send Alerts Within a Single Table

Hi there,

Has anyone ever managed or know how to create a rule to detect a duplicate within a table and send alert to the record creator? Thank you.

Regards,
Sibongile
South Africa

Hi Sibongile,

A solution to this could be:

  1. Create a linked field linked to the same table you are in, linking to the field you wish to find duplicates for.
  2. Create a rule/default value that sets the new linked field to the same ‘duplicate’ value. If there is a duplicate record then this field will get a value. If there is no duplicate this field will not get a value.
  3. Create a rule that monitors this new field. If the new field has a value then there is a duplicate record so send an email to the record creator.

Please let me know if you have any questions about this.

Thanks,
Jack

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