Improve the performance of your duplicate case search and limit the number of potential
duplicates by defining basic conditions for potential duplicate cases.
Before you begin: Add a Search duplicate cases shape to the life cycle of your
case type. For more information, see
Searching duplicate cases.
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In the navigation pane of Dev Studio, click Case types, and then click the case type that
you want to open.
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In the case working area, on the Workflow tab, click
Life cycle.
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In the Case life cycle section, click the Search
duplicate cases step for which you want to define basic conditions.
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In the step property panel, click Add basic condition.
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In the dialog box that appears, in the Potential duplicate,
Comparator, and Current case fields, enter
the property names and values that you want to use to determine duplicates. in a
comparison against the existing cases, to determine duplicates.
The application uses these values to compare existing cases against the current case
to identify potential duplicates.
For example: To compare your case with all cases that contain the same email address, enter
Email is same.
- Optional:
To define more basic conditions, in the dialog box, click Add a
row, and then go to step 5.
- Optional:
To mark the case as a potential duplicate only when the case meets all basic
conditions, in the field below When, select
and.
- Optional:
To mark the case as a potential duplicate when the case meets at least one basic
condition, in the field below When, select
or.
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Click OK.
-
Click Save.
Result: At run time, the application evaluates the basic conditions
first to limit the list of potential duplicates. If the case meets the basic conditions, the
system analyzes the weighted conditions. Users can decide whether to close a case as a
duplicate or ignore the potential duplicate and continue. A dialog box provides the reason
for marking the case as a potential duplicate, which helps users make an informed
decision.
What to do next: Define the weighted conditions for the case. For more
information, see Defining a threshold with weighted conditions for a case type.