Marking a duplicate record

If two records are similar, you can place one in a Duplicate state. A record can be a duplicate of only one record, but it can have more than one duplicate.

About this task

For example, Record A can be a duplicate of Record B, and Record C can be a duplicate of Record B.

To mark a duplicate record:

Procedure

  1. Find the record that you want to mark as a duplicate.
  2. On the record form, click Actions and select Duplicate. Alternatively, on the HCL Compass menu bar, select Actions > Duplicate.
  3. In the Enter ID field of the Mark as Duplicate window, enter the record ID of the original record of which this record is a duplicate.
    The Enter ID field is case sensitive.
  4. To view the record to see if it is a duplicate of another record, click Find.
  5. To update the selected record before committing it, select Allow updating the record before committing it to the database.
  6. Click OK .
  7. Click Apply on the record form to commit the record to the database.

Results

Duplicate information might appear on your record form, depending on the design of the form.
  • After a duplicate record is committed, you can revert the record to its previous state by clicking Actions on the record form and selecting Unduplicate. Alternatively, on the HCL Compass menu bar, select Actions > Unduplicate. Then click Apply.