Workflow design to check for a duplicate Item Name in a board

Has anyone been able to leverage workflows to check for duplicates on a board? I’m running into an issue where I can quite get it to work right.

Hi @DanCrum Sirah here from Mindflows!

This depends on your use case but have you tried to use the filter icon to check for duplicates?

Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have? ie CRM has a setting option to check for duplicates

It’s ENT Work Management, which is why i’m using Workflows to use it.

Sadly, that isn’t an option. The client wants a real time update at the Item level to quickly designate if it’s a duplicate.

Try something like this:

Depending on how you want to be notified, you can change the last step to notify or email instead of/in addition to changing the status

So I did something similar that worked with adding a connect column in the rabbit hole or satisfying the “workflow failed to run” message.

But that essentially is what I needed. I don’t know why I didn’t stop there :rofl:

Thank you @Clover_Gal

1 Like

Glad I could help!