![]() ![]() If you click any cell without the Ctrl or Ctrl key, the clicked cell will replace the entire selection. You can use the "+" button on the cell or Ctrl / Ctrl + click to select one additional cell to add to the results. ![]() If you want to start from scratch on a given set of duplicates, you can always hit the Reset button at the bottom left, which restores all records excluded from the set, unsets the primary record, and resets all selected fields.Ĭhoosing multiple cells to include in the final resultįor some field types that support multiple values (multiple select, multiple collaborator, linked records, and attachments), you can choose to keep multiple values in the final result. You can also choose to hide fields that contain identical values for all the identified duplicates, which can save time when comparing records with many fields (identical fields will be merged into the remaining record after you merge and delete). When comparing duplicates, you can choose to sort the identified potential duplicates alphabetically, by created time, by the number of comments on a record, or by the number of fields filled out. What the new record will look like shows up on the right in the merge preview area. The example below shows information being merged from 3 different records. You can execute this merging process over as many records as you want. If you'd like to combine values from two or more fields, you can do so by selecting Edit record and then manually updating the desired field. The chosen field will turn green, indicating that it will be included in the merged record. For each field, you can choose one value from the available duplicates. All other records will appear crossed out. Once you choose a primary record, you will see a green check mark appear in the header. All field information, including the primary field, can then be merged into the primary record you selected. Selecting a primary record means that you are specifically preserving that record's comments and revision history. If there are fields from the other records that you would like to keep, you can merge them with the primary record. ![]() You can also choose a primary record, which will mark all remaining records for deletion. Note that at this time you must go through each set of duplicated records, individually, to ensure the final record contains the correct information.įor each set of duplicates, you can choose to Exclude a record from the set if it is not a duplicate. ![]() This will bring you to the Resolve duplicate records screen, which will compare identified duplicates in a set, side-by-side. Click Review duplicates when you're ready to start deduping your records. Once you've picked your field or fields for duplicate finding and determined how strict you want the duplicate search process to be, the dedupe extension will show how many sets of duplicate are in your table or view, plus a preview of those duplicates. Fuzzy: Looks for typos and transposition errors (where characters are swapped such as ei vs ie in the word field)īe careful! Fuzzy matching can often result in false positive matches, since its search is so broad.Similar: Has the same value, but may have different capitalization, punctuation, accents, whitespace, or ordering of words.Exact: Has the same, case-sensitive value.Below is an explanation of what will be found by each matching type: If you pick multiple fields to find duplicates, the extension will find sets of records where the values match for all of the selected fields.įor text field types, you can choose to use exact matching, similar matching, or fuzzy matching. If you'd like, you can also choose to limit your search to a specific view to only find duplicates within a subset of records.Īfter that, you'll need to pick the field or fields that you want to use to find duplicates. Next, you'll need to pick the table in which you'll be looking for duplicates. To get started, add a dedupe extension to your base by opening up the extensions panel and clicking the + Add an extension button. For large bases, the dedupe extension may be slow to review, merge, and delete records. ![]()
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