Question
How to use Duplicate Search Smart Shape in Flow
Hi ,
Could anybody please let me know what is use of Duplicate Search Smart Shape
Under the Flow i see that we can add a Smart Shape as Duplicate Search
Could you please tell me where exactly , i mean under what stage and what step ,we must use this Smart Shape in the below attached Job Application Case
I have attached a Standard Screen Shot of a Job Application Case with number of Stages , where exactly should we must configure the Case Duplicate Search
***Updated by moderator: Lochan to update Categories***
Hi,
Below steps are needed to be followed. Refer them it will solve your issue.
Tracking duplicate cases
You can find cases in your application that match a set of weighted and exact conditions. By tracking duplicate cases in your application, you can save time and ensure that each case represents a unique request.
Add weighted conditions to your duplicate case logic.
Add exact conditions to your duplicate case logic.
Add the Duplicate Search shape as a preconfigured step in a process.
Optional: Add the Persist Case shape as a preconfigured step in a process.
This technique handles the scenario where the current case is temporary and no duplicates are found.
Optional: Configure advanced settings by double-clicking the Duplicate Search shape in Process Modeler.
Because the Duplicate Search shape runs a flow, it has the same advanced options as the Subprocess shape.
At run time, the pyDuplicateSearchCases flow returns a list of cases that match exact conditions. The list is then refined by evaluating the weighted conditions. Only cases with a total weight that is equal to or exceeds the weighted threshold are displayed as duplicates.
Add weighted conditions to your duplicate case logic.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/case%20management/case-designer/case-wide-properties/duplicate-cases/cm-adding-weighted-condition-duplicate-logic-tsk.htm
Add exact conditions to your duplicate case logic.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/case%20management/case-designer/case-wide-properties/duplicate-cases/cm-adding-exact-condition-duplicate-logic-tsk.htm
Add the Duplicate Search shape as a preconfigured step in a process.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/case%20management/case-designer/steps/cm-adding-preconfigured-step-tsk.htm
Add the Persist Case shape as a preconfigured step in a process.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/case%20management/case-designer/steps/cm-adding-preconfigured-step-tsk.htm
Thank You