PLATFORM WORKFLOW
Task Description: Edit, Save, and Reset Duplicate Criteria Settings for an Individual Form/Survey
Objective: To guide Organization Admins and Users on editing, saving, and resetting duplicate criteria settings for an individual form/survey
Organization: All
System Permission Level: System Admin/User and Organization Admin/User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Forms & Surveys tab on the Module Menu Panel.
Step 5
Choose an existing form or survey, or create a new one. If you are creating a new form or survey, make sure it is saved and contains at least one field. Then, click on the Settings icon at the top-right corner of the page and a popup will appear.
Step 6
Here, you can configure the duplicate-checking criteria for the form or survey. To override the default criteria, deselect the Use Default checkbox and a popup will appear.
NOTE: Any configuration made will only apply to the selected form or survey and not to any others.
Step 7
The popup will ask the following question. Select Yes to proceed with the overriding the default settings.
Step 8
After confirming, you will have the ability to edit the criteria fields. Click the Select Fields dropdown to begin.
Step 9
The dropdown contains Standard and Business fields. To add more criteria fields, select your desired fields. To remove a criterion, deselect the corresponding field.
Step 10
Once you have finalized the field selection, click the Add Field button to update the criteria.
NOTE: Always click Add Field after every edit you make, including removing fields.
Step 11
Repeat the process for other Priority sets. If fewer than five priority sets are needed, delete unnecessary sets by clicking the red trash can icon.
Step 12
A confirmation popup will appear. Type the word ‘Delete’ in the textbox and click Submit to delete the selected priority set.
Step 13
To reorder priority sets, use the drag-and-drop symbol to rearrange them. The system will check duplicates based on the highest-level priority first (e.g., Priority 1), then proceed to check the subsequent priority if configured.
NOTE: If Priority 2 is moved above Priority 1, then the system will automatically rename Priority 2 to Priority 1.
Step 14
Once all fields and priority sets are configured, click the Save button to save or update your changes.
Step 15
If you decide to revert back to the Default Settings, click the checkbox that says Use Default and a confirmation popup will appear.
Step 16
The popup will prompt a question. Select Yes to revert back to the default duplicate criteria.
Step 17
Then, click the Update button to finalize the changes.
Step 18
After making any changes, always update the form by clicking the Update button at the top-right corner of the page.
