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Identify duplicate activities

Orlando Cando
Contributor
August 25, 2025

Hello community.

I would like some help on how to identify duplicate activities based on the summary field or a custom field.

  1. When creating an activity, automatically identify a duplicate field and prevent the activity from being created.
  2. The second solution would be to automatically transition the activity to a state in my workflow, such as "Duplicate Activities," when creating an activity.

I would like some insight into how to implement one of the two solutions mentioned above.

I greatly appreciate your help in advance.

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DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
PREMIUM
PERMISSIONS LEVEL
Product Admin
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AUG Leaders

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