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21

The default is an ‘and’ condition, not an ‘or’ condition. As a standard practice, perform a full duplicate check to verify a record matches all the attributes set in your duplicate check, for example, Firstname, Lastname, and Date of Birth. In your workflow, do a duplicate check for all three attributes. if a record is found that matches all three attributes, it will be displayed in the UI.
if a record is not found, the next step in your workflow should be a condition to check if the profile is not present. in this step, add another duplicate check step. This time, for e.g. use a check with attributes Firstname, Date-of-Birth, If a record is found that matches these two attributes, the record will be displayed in the UI.
If a record is not found, the next step in your workflow should be a condition to check if the profile is not present. In the condition for the action, add another duplicate check step, this time e.g. use a check with the attribute Date-of-Birth. If a record is found that matches the single attribute, the record will be displayed in the UI, if not, the workflow can proceed with the next steps as no full or partial matches have been found.
Start workflow
Submit form for Firstname, Lastname, Date of Birth
Duplicate Check Firstname, Lastname, Date of Birth
Condition ‘Profile not present’
Action: Duplicate Check Firstname, Date of Birth
Condition ‘Profile not present’
Action: Date of Birth
Continue workflow with other actions.

The below example is for a full check for Firstname, Lastname email

and then partial for Firstname Lastname

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If a record is found with all three attributes matching you will get this.

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If a record is found with the partial two attributes matching, you will get this

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Hope this helps.

22

Hello,

we verified and tested and noticed as a default ‘OR’ condition is working in duplication prevention settings

if one attribute matches then it is throwing a warning or error

Any way we can use ‘And’ condition?

Ex: we need to have duplicate only if all 3 attribute matches (first name, last name and email)

Thanks

23

Can you provide more details as I have never seen a Or condition when using the duplicate prevention Action in the workflow. Some screenshots and you actual steps might help. If you are getting duplication error, it could be you have the unique condition set on a specific attribute. Duplication prevention and Unique attribute value are two different things. Use case scenario, when we want to check for duplicate person profiles we use duplication prevention in workflows, details as in my previous post. if you want to prevent duplications by using attributes like email. Then you set the unique value in the attribute configurations. Further to this let’s say you have unique value set for Email and Date-Of-Birth, then it acts effectively a OR condition as both attributes have to be unique across all NERM profiles, in simple case scenario if email is found then you get duplicate error on the email, if Date-of-birth is found you will also get a duplicate error on Date-of-birth, if both also you will get a duplicate error on both email and Date-of-birth.

Happy to do a Teams chat to walk you through this if needed.