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Prevent duplicate connections for Contacts on custom entity

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Hi,

How can I avoid creating duplicate connections when custom entity has two lookup fields referring to two contacts lookup?

Just want to avoid creating another connection on save if connection between these two contacts already exists? Something with respect to java script is appreciated rather than plugin or workflow.

Thanks

Nikhil

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Bipin D365 28,985 Moderator on at

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Hi,

You can easily achieve this with Fetchxml.

And you would need to execute this fetchxml code frm JS to check if count is zero then no connection exist.

You will have to replace Contact Record GUID dynamically based on your lookup values.

Hope this helps!

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Nya 29,064 on at

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Hi Nikhil,

As the JavaScript has limitations and only works on Form, it is recommended to use the Duplicate Detection, which is an OOTB feature.

1. Enable the Duplicate detection for the connection entity first.

2. Navigate to Advanced Settings > System > Data Management.

3. Create a duplication detection rule for connection entity and publish it.

4. Then when a duplicate connection is created, there will be a prompt dialog for duplicate records.

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Community Member on at

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Thanks Nya, however it was not this I was looking for. I am very well aware of Duplicate Detection rules.

My requirement is more or less what Bipin is coming up with.

1) Let's say - I've X Entity with two lookups to Contact entity.

2) I've connection already present on those contacts lookup value selected.

3) Requirement is from X Entity if I go and select again those two contacts from lookups then find out if connection exists and if 'Yes' - hide field of 'create connection' flag or else Show the flag field.

Thanks all but waiting...

Nikhil

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Community Member on at

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Hi,

Managed to achieve object through fetchxml and webapi. Thanks all for your replies and help.

Nikhil

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Nya 29,064 on at

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Hi Nikhil,

Great to hear that.

Thanks for your sharing!

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Bipin D365 28,985 Moderator on at

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Hi,

Glad that it worked using Fetchxml and webapi.

Please mark this thread verified so that it will be helpful for other community member.

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