Is there a way to create a Business Process Error on an entity that prevents a user from creating more than 1 record?

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I have a custom entity with fields, which is customized. However, I want to write a plugin in such a way that when a user creates more than 1 record, it generates a Business Process Error saying they cannot create more than 1 record. Is there a way to achieve this?

In other words, they can create 1 record within D365, but when they try to create a new record, it generates the error. Additionally, they have the option to update the current record they had created.

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Arun Vinoth 11,615 Moderator on at

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You have to write a pre-create plugin, in which retrieve the count of existing records using fetchxml. If the count is equal to 1, then throw new InvalidPluginExecutionException.

This will throw Business Process error to user & rollback, so 2nd record won’t be created, but they can update as usual.

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Pawar Pravin 5,237 on at

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Hi ,

Agree with Arun for plugin approach. Please do create plugin on pre create operation.

Inside plugin check no of records kind of logic using either query expression or fetch expression.

If found then through exception.

Regards,

Pravin

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Alex Fun Wei Jie 33,628 on at

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Hi,

if the checking is not complex, real time workflow can achieve that too.

survivingcrm.com/.../using-real-time-workflows-to-show-error-messages

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