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:

  • Approve: Adds an Approve button. Result: You can approve that the newly entered data is not a duplicate. When you click Approve, the data entry workflow is continued.
  • Delegate: Adds a Delegate button. Result: You can assign the possible duplicates evaluation task to another user.
  • Reject: Adds a Reject button. Result: You can reject the newly entered data because it is a duplicate. When you click Reject, the data entry workflow is canceled.

Note:

You are advised to always have these options enabled:

  • Approve
  • Reject


Standard procedure

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.
 

Note:

  • Make sure the Steps section is in edit mode.
  • You can also select the desired step in the Steps section, in the tree.

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

Edit step setup

 

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