Friday, July 5, 2019

Create a Saved Search to show Duplicate Names in a Custom Record

User wants to create a Saved Search to determine the records with the same Name in a custom record.

Name is the standard field when Include Name Field option is enabled on the custom record.

1.    Navigate to Lists > Search > Saved Searches > New.

2.    Click on the name of the custom record.

3.    Navigate to Criteria tab > Summary subtab and add:

Summary Type = Count

Field = Internal ID

Description = is greater than 1

4.    Under Results tab, add the fields to be displayed in the results with the corresponding Summary Type:

Name; Summary Type = Group

Internal ID; Summary Type = Count

5.    Click on Save & Run.

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