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Former Member

Workflow Filtering records

Hi SDNers,

My requirement is:

There will be 2 Users... say... User_Match and User_Approver.

When the records come in, User_Match has to check for the duplicate records via the Match step. Say, Rec 5, Rec 7, Rec 10 are duplicate of each other. Then, the requirement is that User_Match should be able to send only these 3 records (Rec 5, Rec 7, Rec 10 ) to the User_Approver .

I know using Branch is a solution... but there are no validations to be done... as User_Match's job is only to verify the records based on the matching score and to send ONLY the duplicate records to User_Approver.

The User_Approver is responsible for Merging the records.

Please suggest ASAP.

Thanks & Regards,

Priti Rani Patnaik

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2 Answers

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    Former Member
    Jul 09, 2009 at 08:35 AM

    Hi Priti,

    Once User User_Match is done with the matching, he can select the desired records to be send to User_Approve, right click -> Workflows -> Split into Job. This will create a separate job containing only the records selected by User_Match which can then be moved further to User_Approve.

    Regards,

    Jitesh Talreja

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    • Hi Jitesh,

      Thanks for the reply.

      1. Tried to check it, but "Split into Job" option is disabled... (in Match and Record mode)

      2. If this is done in Record mode, User_Match will need to check for duplicates in Match mode and then go to Record mode and search for the respective records and select them and then only he can assign them in to Split into job. Is that so?

      Please suggest.

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    Former Member
    Jul 09, 2009 at 09:18 AM

    Hi Priti

    You can use Splitting as suggested by Jitesh for separating those duplicate records.

    Other option can be to flag all such records with a filed say "Duplicate" and use a validation checking for this field and branch for sending to User_Approver.

    regards

    Ravi

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