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Customer experience | Sales, Customer Insights,...
Suggested answer

Restrict Custom field duplicate data on Power Portal Registration

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Posted on by 20

In Portal registration form I need to add two custom fields

  1. Date of Birth
  2. SSN Number

pastedimage1672349954023v2.png

Note :- I have added two fields using content Snippet also added fields on contact database.

Now, I wanted to restrict users to create duplicate record of Date of Birth and SSN Number. If user trying to add SSN and date of birth which is already exists in database, then to show message pop up “User already register”

I have tried using alternate key applying on two fields but, I don’t want to use as it’s direct operation on database side.

Also, can I handle using plugin is yes, how can plugin run on register button of portal page.

Can you please suggest best approach to handle above requirement?

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  • Suggested answer
    RodRodriguez Profile Picture
    on at
    RE: Restrict Custom field duplicate data on Power Portal Registration

    Howdy Radhika,

    You could also do this via JavaScript or plugin that runs when the Register button is pressed.

    The main thing in the logic on the plugin or JS is to make sure to check the SSN first, and then see if the DOB matches since the SSN is much more likely to be unique than the DOB is.

    If you wanted to, you could also have the JavaScript run when the SSN field changes (and checks the DOB) without the user even needing to click the "register" button.  However, that could open up some PII security issues where someone can just put in any valid SSN and then scan for matching DOBs.  (Which, honestly is going to be possible using anything that is checking SSN and DOBs without any kind of limit)

  • RodRodriguez Profile Picture
    on at
    RE: Restrict Custom field duplicate data on Power Portal Registration

    One other thing to look for as well is the Social Security office's "Death Master File" to ensure that the SSN you are using isn't associated with someone who has died:

    faq.ssa.gov/.../KA-02579

    Basically, when you are dealing with SSN and DOB, there are a LOT of PII and security things to make sure of

  • RodRodriguez Profile Picture
    on at
    RE: Restrict Custom field duplicate data on Power Portal Registration

    Also, check this for the built in duplicate detection:

    learn.microsoft.com/.../gg309427(v=crm.8)

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