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Evan Sarmanian (Sarme)
Sales Enablement Project Specialist
Pegasystems Inc.
Sarme Member since 2019 1 post
Posted: April 2, 2020
Last activity: April 8, 2020

using OOTB automation: Search for duplicate case

I'm working on an internal application for my team + trying to determine the best way to find duplicate cases to resolve them. I see there is a "Search for duplicate case" automation available in App Studio, which I will put as a step in the first stage.

App Studio_OOTB automation_Search for duplicate case_config

Please find a screenshot of the configuration screen for the automation. For some background on the use case, we are creating profiles + want to ensure that there is only 1 case associated with a particular individual.


Does anyone know how to implement this properly? Is there any documentation on how to use this effectively?


Thanks for your time,

Evan S

Pega Platform 8.5 Low-Code App Development App Factory System Architect