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Release Notes | Intake Duplicate Check Update
Release Notes | Intake Duplicate Check Update

Available 12/4/2020

Updated over 10 months ago

Overview

This release includes one Intake Ideas Portal submission that has several upvotes.

Features

We are excited to release a user requested Intake feature that will provide more clarity to participants completing an Intake form and make it easier for administrators to troubleshoot.

If an Intake form submission fails due to duplicate check, the default behavior will be to show: Participant already registered with this organization.

For organizations that are collecting particularly sensitive information via Intake, we’ve included the option to show a generic error: Uh oh. There was a problem. We weren’t able to save your intake information. Please try again later.

Please note updates to Intake duplicate check errors are made per Intake form. To view or make any updates to Intake duplicate check errors:

1. Select Error Options beneath the Description/Instructions box in the About tab of the Intake Form you are working with. Note that updates need to be made per Intake form.

2. Make desired updates or changes and click Save.

3. Make sure to save the Intake form itself for any changes to go live.

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