Learn how to configure your Vault to perform duplicate detection during Case processing.
About the Feature
With the 24R3 release, Case Processors can perform duplicate detection during Case processing to compare the current Case against all other Cases and Inbox Items.
After you have configured this feature, see Duplicate Detection for Cases for more information.
Add User Action to Case Lifecycle
To configure the Duplicate Search on Case user action on the Case object lifecycle, navigate to Admin > Configuration > Object Lifecycles > Case Lifecycle and then add the user action to the applicable Case Lifecycle object lifecycle states.
Update Permission Sets
Update the applicable permission sets to grant users access to the Case Version Compare page upon triggering the Compare Details action:
- Navigate to Admin > Users & Groups > Permission Sets > [Permission Set].
- In the applicable permission set, navigate to the Pages tab.
- Select Edit.
- For the Case Version Compare page, select the View checkbox.
- Select Save.