Duplicating records

If two records are similar, you can place one in a Duplicate state. A record can be a duplicate of only one record, but it can have more than one duplicate. For example, Record A can be a duplicate of Record B, and Record C can be a duplicate of Record B.

About this task

To mark a record as a duplicate:

Procedure

  1. While viewing the record, click Utilities > Duplicate on the record form toolbar.
  2. In the Duplicate Record dialog box, enter the duplicate record ID or a unique key in the Search Key field and click Search. Alternatively, click Browse to select and run a query to find the duplicate record. Then click OK.

    The record is placed in the Duplicate state and appears in edit mode. The duplicate record appears as a link in the Duplicate Of field on the Resolution tab. Click the link to open the duplicate record in a separate browser window.

  3. Enter data in any required fields. Labels associated with mandatory fields and the tabs on which they appear are indicated by red text.
  4. Click Save.

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