Duplicate Detection Rule doesn't warn you on create if it is a custom one

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I am running into a problem with our duplicate detection rules. I have several that are working, they are all created by the "System Administrator" but they are things like detect when an account has the same name or same email address etc. I am creating one that is looking for an exact match on a custom field called "Client ID" which just contains 4 characters, usually a letter and 3 numbers (ex. D215). The rule seems really simple to build out... just set it to Base Record Type: Account, Matching Record Type: Account then choose the field Client ID Criteria Exact Match and Ignore blanks (some are blank) then publish it. But... for some reason when you create a new account and choose a Client ID that is exactly the same as another one, it doesn't warn you that you may be making a duplicate. The other rules do that just fine, they pop up a box letting you know you might be creating a duplicate, but no matter what i do this new one wont do that. Any ideas?

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RaviKashyap 55,410 Moderator on at

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RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

Do you have any other customization/ logic on the Cient ID field?
RaviKashyap 55,410 Moderator on at

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RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

Did you try to isolate this issue with any other user/ system?

Whats your current crm build version?

Is it also not working when you are creating the same rule (i.e. same account name)?
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RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

Thanks for the suggestion. I tried all of those steps and unfortunately none of them worked. It seems like i cant get that warning screen to pop up at all when i create the rule. When i publish a rule that was made by the 'System Administrator' then it works just fine, but any created by a normal Account even if it has system admin rights just wont fire.
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gdas 50,091 Moderator on at

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RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

Hi,

Its going to more interesting now .I think there is something wrong in MS Dynamics which is not identifying the duplicate rule . But it will be good if we can find the solution for this. Could you please do some different way .

I just want to know does this happening for every entity? of every field ? or only for this particular rule you are facing the issue.

If possible could you please check below step-

- unpublish all rule and publish once again your rule only.

- try to create another rule for another fied.

- Add another condition in the existing rule.

- Try to create another custom entity duplicate rule for some field.
ashlega 34,477 on at

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RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

Did you try to re-publish all rules for that entity? It won't take long to try:)
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RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

I tried that as well, making it say Same First Character, and then putting 4 in the box but that didn't work either unfortunately. The field is set like this

Display Name: Client ID

Name: accountnumber

Data Type: Single Line of Text

Field Type: Simple

Format: Text

Maximum Length: 4

IME Mode: auto

Thanks for the idea though!
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gdas 50,091 Moderator on at

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RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

Hi ,

Which type of field are you using ?

Can you please use expression "Same First Character" (with mention number of character ) instead of "exact match" .

Just giving you another another work around.

Hope this helps.
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RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

Here is a video that shows it not working with a testing account but the same account name rule working at the same time. It is really weird what is going on for sure... https://youtu.be/ZIY9VkzfCk4
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RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

yes it is published... haha
ashlega 34,477 on at

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RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

Try to "Re-publish" all duplicate detection rules for that entity (unpublish, then publish)