Deduplication in applications deployed on Oracle

In applications deployed on Oracle the duplicate search works for contacts, accounts and leads when saving the records. Preliminary setup is required to enable the duplicate search functions.

Note

Deduplication functions are available in Oracle-based bpm’online applications starting from version 7.12.3.

To enable deduplication in an Oracle-based applications:

1.Ensure that the global search is enabled in your application. Global search setup is covered in a separate article. Read more >>> 

2.Use a script to enable the ESDeduplication functions. This script below will enable the duplicate search functions for all users of the “Company employee” type.

DECLARE @ESDeduplicationFeature NVARCHAR(50) = 'ESDeduplication';
DECLARE @ESDeduplicationFeatureId UNIQUEIDENTIFIER = (SELECT TOP 1 Id
FROM Feature WHERE Code = @ESDeduplicationFeature);
DECLARE @allEmployeesId UNIQUEIDENTIFIER = 'A29A3BA5-4B0D-DE11-9A51-005056C00008';

IF (@ESDeduplicationFeatureId IS NOT NULL)
BEGIN
 IF EXISTS (SELECT * FROM AdminUnitFeatureState WHERE FeatureId =
@ESDeduplicationFeatureId)
    UPDATE AdminUnitFeatureState SET FeatureState = 1 WHERE FeatureId = @ESDeduplicationFeatureId
  ELSE
   INSERT INTO AdminUnitFeatureState (SysAdminUnitId, FeatureState,
 FeatureId) VALUES (@allEmployeesId, '1',
@ESDeduplicationFeatureId)
END
ELSE
BEGIN
 SET @ESDeduplicationFeatureId = NEWID()
 INSERT INTO Feature (Id, Name, Code) VALUES
(@ESDeduplicationFeatureId, @ESDeduplicationFeature, @ESDeduplicationFeature)
 INSERT INTO AdminUnitFeatureState (SysAdminUnitId, FeatureState,
 FeatureId) VALUES (@allEmployeesId, '1',
@ESDeduplicationFeatureId)
END

3.Enable pre-configured rules for duplicates. Detailed information about rules for duplicates search is available in a separate article. Read more >>> 

See also

•How to search for duplicates when saving records

•How to set up rules and schedule for a general duplicate search