How to create a business process to merge duplicated records

Hi community,

 

I want to merge duplicated records under the section Cases. I have a ton of cases that have common information and in my situation, there is a key field created by me which stores an external identifier of the record, which is different from the default Case autogenerated number field. If I filter cases by the value of that field I find more than one record, which means that there is redundancy that I need to fix.se

 

I can't do a excel file upload trying to overwrite the information as it will fail when it encounters duplicates. I think the only way to approach this is with a business process, but in the available operations there is one called Find and merge duplicates

But it only lets me search for records from the sections Contacts and Accounts, so I can't access Cases as I want.

 

Could you please help me implement this or suggest a possible solution?

 

Thanks in advance for your help.

Like 0

Like

1 comments

Hello!

 

Please check the article below. There you will find detailed instructions regarding your question.
https://academy.creatio.com/docs/user/platform_basics/business_data/dup…
 

Show all comments