May 31, 2022 12:46 PM
Is there a formal that I can enter in the “Color” “Conditions” to mark when there is a duplicate Name?
Or is there some other way I can flag duplicate records?
Screen Shot 2022-05-31 at 3.44.08 PM|601x251
May 31, 2022 12:56 PM
You would not be able to enter a formula in the field in your screen shot, it is just looking for a string to match.
Have you taken a look at the DeDupe application? It is free and will show you all duplicates and give you options to delete or merge.
There are some other steps you can take if the DeDupe app is not sufficient, feel free to let me know here and I can guide you to another path.
May 31, 2022 02:17 PM
@Vivid-Squid, are you aware of an automated way of doing this (without using other apps such as Zapier, etc.)?
May 31, 2022 02:44 PM
That all depends on your data and what you have to work with. Simply matching names is not a good solution and will not catch everything.
Do you have a unique identifier like an email address?
May 31, 2022 07:09 PM
I know of three ways of finding duplicates.
Method 3 is the only way I know that you then can use color by field or conditions like you showed.
I’ve used it in the waaaay past in my total n00b days, before the Dedupe App, and it works. A lot of work and fields to get there though, but it givs live ‘commentary’ in your base without you running a script or app.
Might not be the way for you, but it’s a way.
May 31, 2022 07:23 PM
it depends on what kind of duplicate search you need
quick check for duplicates
change to Single select
sorted list of duplicates will be at the top
don’t press Save, press Cancel
Primary field can’t be single select, so one additional step needed
If you have large table and want to mark duplicates
Select whole column, ctrl+c/ctrl+V (to new column)
If you want to prevent entering existing value by automation - it depends on what kind of “prevention” do you need. Inform by mail alert, delete/rename… in forms, the only way to “validate” - is to create conditional required field, make it single select, put warning in description and delete all choices. Thus, user can’t submit until it disappears…
Sep 19, 2022 01:31 PM
I’m coming from zzBots and we created a plugin (pre-built bot) that flags duplicate records.
Here is a link to our community post that includes written and video instructions. I hope you find this helpful!