You can start a duplicate check rule of type 'Fuzzy matching' only manually.

To indicate the forms from which you can start a duplicate check rule of type 'Fuzzy matching', set up the dynamic menu form setup.

To each form in the dynamic menu form setup, these buttons are added:

  • Check for duplicates: Starts the first found active Fuzzy matching duplicate check that:
    • Applies to the main table of the form.
    • Is used in a duplicate check rule of an active data quality policy.
  • History: Opens the duplicate check history of the selected record.

Button style

In the dynamic form setup, use the Style to define where and how the 'Check for duplicates' button and the 'History' button are shown on the form:

  • New action pane tab: To the Action Pane, the 'Data quality' tab is added as the first tab. This tab shows the 'Duplicate check' button group with the buttons.
  • New button group: The buttons are shown on the task bar, right to the existing buttons. 
  • Existing action pane tab: To an existing Action Pane tab, the 'Duplicate check' button group is added. This button group shows the buttons. In this case, you must select the Action Pane tab to which the 'Duplicate check' button group must be added. You can indicate next to which existing button group the 'Duplicate check' button group is added. If you don't do so, the 'Duplicate check' button group is added as the first button group of the Action Pane tab.

Prerequisites

On a form with dynamic menu form setup, you can start a duplicate check rule of type 'Fuzzy matching' only if:

  • The duplicate check rule is part of an active data quality policy.
  • The duplicate check rule uses an active duplicate check of type 'Fuzzy matching' that applies to the main table of the form. The table to which the duplicate check applies is defined in the duplicate check header, in the Table name field.


Standard procedure

1. Go to Data quality studio > Setup > Dynamic menu form setup.
2. Click New.
3. Define the form from which you can start a duplicate check rule of type 'Fuzzy matching'.
  In the Form name field, enter or select a value.
4. Define how the duplicate check buttons are shown on the form.
  In the Style field, select an option.
5. If the Style is Existing action pane tab, select the Action Pane tab to which the 'Duplicate check' button group must be added.
  In the Action pane tab field, enter or select a value.
6. If the Style is Existing action pane tab, you can indicate next to which existing button group the 'Duplicate check' button group is added. If you don't do so, the 'Duplicate check' button group is added as the first button group of the Action Pane tab.
  In the After button group field, enter or select a value.
7. Close the page.
Related to Notes

Set up duplicate check rules

 

See also

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