To identify existing duplicates
1. In the GUI, highlight an item of the type you want to search. Select > or click
. The Potential Duplicates View displays.
In the Web interface, highlight an item of the type you want to search. Under Actions, click the link for View Potential Duplicate Items. The Potential Duplicates View displays.
In the upper pane, the list includes the following columns: Order, ID, Project, State, and the defined search field (for example, Summary). Columns are not configurable in the Potential Duplicates View.
| You can further refine your search by entering additional text in the Duplicates Search field. |
2. Review the duplicate items shown in the list to determine if there is a duplicate. To view the item’s details in the lower pane, click that item in the list.
| • In the GUI, you can work with individual items from the list by right-clicking and choosing an action from the shortcut menu (Edit Item, Add Related Item, Print Item, or Run Item Report). You can also select multiple items from the list for batch operations (Edit Item, Print Item, or Run Item Report). • In the Web, you can work with individual items from the list by right-clicking and choosing an action from the shortcut menu (Edit Item, Add Related Item, Print Item, Refresh Item, or Run Item Report). You can also select multiple items from the list for batch operations (Edit Item, Print Item, Refresh Item, or Run Item Report). |
3. To dismiss the Potential Duplicates View, click Close.