Financial Services Creatio, customer journey edition
PDF
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

 Setting up a schedule for an automatic general duplicate search

In Creatio, you can set up a schedule for an automatic general duplicate search, e.g., three times a week. To do this:

1.Open the system designer by clicking the btn_system_designer00003.png button in the top right corner of the application window.

2.Open the [Setup duplicates rules] link.

3.Select the [Setup automatic duplicate search] option from the [Actions] menu on the duplicate search page.

Fig. 1 Opening the automatic duplicate search setup window

scr_chapter_deduplication_setting_schedule.png 

4.Set the parameters for the automatic duplicate search on the [Duplicate search schedule] page (Fig. 2):

Fig. 2 Duplicate search schedule setup

scr_chapter_deduplication_wnd_schedule.png 

a.Select a section, for which the schedule will be configured. The list only displays the sections that have at least one duplicate search rule configured.

b.Select the time for the search to run.

c.Select the day of the week for the search to run.

5.Click the [Apply] button.

As a result, a duplicate search will be performed automatically based on the active rules. Please note that merging duplicates automatically is not performed in this case - all found records need to be processed manually.

To disable the automatic duplicate search, clear the values in the time and date field, or clear the checkboxes for the days of the week of the search and save the changes. The auto duplicate search will be disabled in any of these scenarios.

See also

Searching for duplicates

How duplicates are merged

How the duplicate search works

Arbitrary merging of records

Deduplication FAQ

 

Did you find this information useful?

How can we improve it?