Hi!
In contact entity I have three fields for emails (emailaddress1, emailaddress2, emailaddress3).
How I could make cross duplicate detect when I'm creating new contact?
Example:
Contact 1 has (emailaddress1 = 1@mail.ru; emailaddress2 = 2@mail.ru; emailaddress3 = 3@mail.ru;)
I try to create new contact (emailaddress1 = 4@mail.ru; emailaddress2 = 1@mail.ru; emailaddress3 = 5@mail.ru;)
I need to detect this.
How I could solve it?
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Hi Claire! I have an issue about duplicate rule: I created a new contact with email1 and email2. All ok (The same email addresses appeared in Email Log entity). But when I want change contact record (change any field - not email), I'm getting alert about duplicate... How I could fix it? Have you any ideas?
Hi Claire!
Thank you so much for help!
Hi
if you have set the workflow to be on creation or change of the email field that will automatically create a new email log if the email changes
if you want to delete the email log if the email is removed what you could do is.....
create 3 lookup fields in the contact entity looking up to the email log
put in a final step in the email log to push the record created back to the contact into the relevant lookup field
we already had a condition to check if the email contained data, what you could do is amend that slightly so if it does not contain data but the look up field does, deactivate the record in the email log field and then clear that field in the contact
I probably wouldn't worry on the deactivating of the email log if i am honest but there is that as an option.
Hope this makes sense
Claire
Hi, Karthik Srirangaraj!
I wrote same plugin at the first day, but my customer didn't want it. I need to solve it without plugin (only customization)
Hi Claire!
First of all, thanks for help.
I have one issue: what should I do, when I change (or delete) emailaddress1 or emailaddress2 on Contact Entity?
In general, I need update record (or delete) in Email log Entity. I tried to do it, but I couldn't update Email log record (I couldn't find Email log relation in list). I created relation Contact-Email log but all the same..
Hi Anatoliy Veshemirsky,
I doubt that we have any OOB feature to do this. If I were you, I would write a plugin to cross check all the possible email fields, if a contact exists, then I will throw an error for Duplicate contact.
Regards,
Karthik
Hi Anatoliy
I have just tested the following and it all works so fingers crossed this makes sense to you (and if there is an easier way at least you have options)
1. Create a custom entity called Email log
2. Created a workflow against contact – on creation or change of email
Note: I then created 2 more workflows, 1 for each email address. I did think about doing everything in one but then wouldn’t know what email fields to map to so thought there wold be additional email logs so tried this 3 workflow method
I just set mine up as on demand as well and run them on all of the existing contact records so I had email log records with email address and could test everything.
3. Now create the duplication rule
You will need to create a separate rule for each email address but they will all have the same concept.
Contact and email log entity
Email field / name field
4. Publish then it should all work
It just worked for me so fingers crossed it you will get the same results
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