I ok with the formula, its more a question of how to do it using Reports, Workflows and Actions
"Why don’t you just detect duplicates when a record is initially created?"
The whole reason I need to do this is because users are creating duplicates. There is a formula in the linked post that should stop this from happening. Yet it isn’t always doing that. I’ve tested it multiple ways and cannnot create a duplicate. My best guess at the moment is the following:
1 = They are on a mobile phone with a poor internet connection
2 = They create a record
3 = They look at a slice of records they have created and don’t see this new record
4 = They create an identical record (sometimes less than 30secs after creating the first one)
5 = The current formula to ban duplicates does not function because it relies on data in a slice or large table and somehow doesn’t ‘see’ the first record
I’ve seen evidence of this happending now 3 time and from 2 seperate users. If I go into any of these records and edit them the App instantly errors saying they are a duplicate can cannot be saved.
Hence the requirement for a double-check on a daily basis