Knowledge: URL to new Item avoiding duplicates using MatchField and MatchValue
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Title*URL to new Item avoiding duplicates using MatchField and MatchValue
ManualTips and Tricks
Manual Level Three
Created08/04/2022
DetailFor this example will use a scenario where you are passing a MatterNo. over to Sysero via a link, but you want to open the existing record if that MatterNo. already exists in the DataRoom.
So usually to start a new item passing a value you would add the bit in bold below to the URL (123 being the test MatterNo in this case):
https://www.example.com/editclaimtabbed.aspx?CompanyID=1&ApplicationID=1&TextField1=123
If in behaviour settings you have set the External Name, it might be &MatterNo=123
At this point the link would create duplicate records with MatterNo. 123. To change it so that it will open a matching record if exist, we add the below:
https://www.example.com/editclaimtabbed.aspx?CompanyID=1&ApplicationID=1&TextField1=123&MatchField=TextField1&MatchValue=123
Please note MatchField must use the Database Field and cannot use the External Name.
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