Duplicate Detection

Duplicate detection compares a new record name with the names of records loaded in your current record view. Blue warns you when fuzzy matching finds a possible duplicate.

Enable duplicate detection

Configure duplicate detection from database record settings. The enable switch currently applies to the whole workspace, including its other databases:

1. Open Workspace Settings.
2. Select Databases at the top of the side navigation, and choose a database in Database.
3. Select Records and find Record Options.
4. Turn on Duplicate detection. Blue saves the setting automatically.

Board and Table quick add compare names with the loaded records of the open database. The Create Record dialog checks only when its destination is the workspace that is currently open.

Review similar records

When you enter a name, Blue searches the loaded records for similar names. If it finds matches, Similar Records Found shows:

• The new name
• Similar records and their similarity percentages
• Actions to open an existing record or create the new record

Choose one action:

1. Select Open next to a similar record to open it instead. Blue closes the dialog and opens the record panel.
2. Select Create Anyway if the matches are not duplicates. Blue creates the new record.
3. Select Cancel to close the dialog and change the name.

Similarity matching

Fuzzy matching detects:

• Exact duplicates
• Minor spelling differences
• Similar phrases
• Partial matches

Use the displayed percentage to compare each match with the new name.

Supported creation locations

Duplicate detection runs in these record creation locations:

• Board quick add: The inline field in a board column
• Table quick add: The quick-add row in the Table view
• Create Record Dialog: The full dialog opened with the R shortcut, when its destination is the currently open workspace

Scope

The enable switch is workspace-wide. The Board and Table checks use the open database’s loaded records. The full dialog compares records already loaded on the page; it does not search every database in the workspace. The Create Record dialog does not check from an organization-level page or when you select a different destination workspace.

Use descriptive record names to give fuzzy matching more information. Review the matches before you select Create Anyway, especially in databases with many records.