Difference Between Enabling the Search Column for a field in an Online Customer Form as Compared to Enabling Use Duplicate Detection Criteria

• What is the effect when each of them is used?

1.      If  Use duplicate detection criteria is enabled (Setup > Marketing > Online Customer form > New > Default form > Setup workflow tab) for an Online form, Search checkbox for a field is grayed out under the Select fields tab of the online customer form. Therefore only Duplicate detection criteria may be used.

2.      If duplicate detection criteria is set under Setup > Company > Duplicate Detection  but Use duplicate Detection criteria set to False under the Online Customer form > Setup Workflow tab and Search is enabled for a field under Online Customer form > Select fields subtab, NetSuite checks for duplicates through the field that has search enabled. The action that NetSuite takes if it finds a duplicate based on the field marked under the Search column depends on what is selected on the Handle duplicate records field which is under the Setup Workflow tab.

3.      If no duplicate detection criteria has been set under Setup > Company > Duplicate Detection  and Use duplicate Detection criteria = F and Search is enabled for a field, NetSuite checks for duplicates through the field that has search enabled.

4.      If no duplicate detection criteria has been set under Setup > Company > Duplicate Detection, Use duplicate Detection criteria = F and Search is not enabled for a field, no duplicate detection will run.

5.      The difference between the Use Duplicate Detection criteria and the search checkbox is that Use duplicate detection criteria uses the duplicate detection criteria that has been setup for the entire account everytime a new record is created, whereas with the Search checkbox, even if there is no duplicate detection criteria set, a user may check for duplicates of online customer form.