Stop duplicate records! Require unique values in QuickbaseSep 26, 2018
Do you often have to 'clean-up' your data to remove or merge duplicate records? This can be a time consuming and frustrating task.
Requiring unique values is often used to prevent duplicate entries. It does so by requiring the value not exist in that field for any other record. If your data contains unique items like the following, you'll want to watch this video:
- Customer or Prospect
The steps to require unique values depend on if you already have existing data (and possible duplicates).
Before enabling unique values for any field, you'll want to first eliminate any existing values. Otherwise, it will only prevent new records from being duplicates. I'll walk you through all these details. The basic steps are:
- Edit the field settings
- Check the 'Must be unique' box
- Save the changes
Once you lock down your unique values you'll no longer be do'n the duplicate clean-up!
See the video transcript
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