When a fuzzy duplicate check step is done, possible duplicates can be found. In this case, the assigned user gets a task to compare the entered data with the found possible duplicates.
For each fuzzy duplicate check step, define which options a user has when possible duplicates are found.
You can enable these options on the task dialog:
Note:
You are advised to always have these options enabled:
1. | Go to Data entry workflow > Design > Data entry workflow templates. |
2. | In the list, click the link of the desired data entry workflow template. |
3. | Click Edit. |
4. | In the Workflow diagram section, select the desired step. |
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Note:
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5. | In the Steps section, click the Outcomes tab. |
6. | Select Yes in the Approve field. |
7. | You can consider enabling delegation of the possible duplicates evaluation. |
  | Select Yes in the Delegate field. |
8. | Select Yes in the Reject field. |
Related to | Notes |
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Edit step setup |
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