When creating a DC Job, you can use a filter to search for duplicates in a subset of records. Particularly in large data volume jobs, using filters can speed up the duplicate search process tremendously.
DC Job Filter
The DC Job Filter lets you decide which records should be checked for duplicates. First you select an Entity to search in, and then you add a filter to narrow the search down further.
For example, create a DC Job to find duplicate Leads for a certain Account only, or to find duplicates within records that were created in the past week by certain users. This improves the speed of the duplicate search.
Configuring the DC Job Filter
Create a new DC Job. In step 3. 'Add New Job', first add an Object and one or more Scenarios. Then,
- Click + Add Filter .
- Click + Add to add a filter row or group.
The first dependency is always AND. To create a simple filter of only two rows and OR dependency, add a group and enter the rows and OR dependency in there. - Select a Field to filter on, and add an Operator and a Value. For lookup fields, the Value field will give suggestions once you start typing.
- Change AND to OR if desired.
- Click + Add to add more filter rows and groups.
- When your filter is set up, click Next to continue configuring the job.
As long as a filter row is incomplete or incorrect, it will be highlighted in red, and the Next button will be greyed out.
- Click AND / OR to switch row or group dependency.
The first dependency is always AND. To create a simple filter consisting of only two rows with OR dependency, add a group and enter the rows and OR dependency in there. - Click Delete to remove a row or group.
- Click Reset to default to clear the filter block and rebuild the filter from the start.
- Click - Remove Filter to remove the filter block altogether.