How to Use Duplicate Search in Pega
Duplicate Search : If already same set of data is there in database, we no need to get the same details again and storing the same data again to database.. So we use Duplicate Search to check whether the same data is there in database or Not.
First of all I created 3 Properties in Case Type.
After Creating these Properties in Settings Tab, I clicked Track Duplicates
After Clicking that, a panel will open on left side
There we have to add the condition like
- Primary.FirstName = .FirstName
- Primary.LastName=.LastName
- Primary.Age=.Age
If any age in previous case match with our entered age , FirstName in previous case match with our entered FirstName, LastName in previous case match with our entered LatName then it is a duplicate data .
I gave Primary because primary means current .... Like, Current Case.FirstName = FirstName
Then For every Condition we have to give weight something between 1 to 100. Now for First Condition I gave weight to 25.
In the above Picture I gave weight 25 for every condition . So if FirstName match means weight will be 25 , if LastName also match means weight will be added to become 50 if age also matched with existing age means weight becomes 75.
In Case is duplicate when sum , I gave 50 , if total weight reach 50 means case will be set as duplicate .
Then we have to enable ConfigureMust match condition check box, after checked this check box a +add condition link will come there we have to add condition like,
Then click Save..
After done this we have to configure the UI.
I created Two stage, In first stage we collect information like FirstName, LastName, Age.
In Second Stage, we showing the details we got in first stage.
After Adding this we have to add one utility , to show the duplicate cases.
After adding this utility , we have to add the Note, it should explain what we are doing.
Thats all , Now we have to test our work.
For this case I gave FirstName=Rahul , LastName=K , Age=22 then i click Submit.
After Clicking Submit next assignment came..
Now I have to give same data again to test our Work.
Now i gave same value and Click Submit.
Now U can see case S-6 matched. S-6 also have same data and weight is 75, because all the 3 data matched so 25+25+25=75.
U can Continue the case or u can Resolve the case by clicking the buttons.
Thats all Duplicate Case Search.. If any doubt ask in comment.
Hey can you please explain how to restrict users from entering duplicate values using validation rule
ReplyDeleteHi I think we can't validate duplicate using validation rule alone. We can use data page to retrieve old data then we can validate current data with old data in clipboard using validation rule.
DeleteThanks.
nice ..................................!
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