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Duplicate detection rules based on condition

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Posted on by Community Member

Hello All

I have question about duplicate detection rule.

is there any way to write duplicate detection rule based on two parameters.

for example in invoice entity, I have 2 fields, field 1: invoice number and field2: invoice type(1 and 2)

I want duplicate detection find duplicates between invoice number which invoice type is 1 or 2.

for better understanding see the below example

if invoice number = 2005 and invoice type =1

and invoice number =2005 and invoice type =2

the duplicate detection rule has no job

but otherwise if invoice number =2005 and invoice type =1

and invoice number =2005 and invoice type =1

the duplicate detection must detect the duplicate.

Thank you

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Gopalan Bhuvanesh 11,401 on at

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Hi

Yes, you can compare multiple fields in Duplicate Detection Rule.

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Community Member on at

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HI Gopalan

Please tell me more

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Gopalan Bhuvanesh 11,401 on at

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Hi

Create a new Duplicate Detection Rule.

In the Duplicate Detection Rule select the entity.

Add these two fields as Exact Match (also check Ignore Blank Values).

This is AND condition, so if both of these field values match in another record it would detect.

Please refer the following:

https://msdn.microsoft.com/en-us/library/gg309427.aspx

http://www.xrmlabs.com/About-Us/XRMs-Blog/Post/367/Duplicate-Detection-Rules-of-Microsoft-Dynamics-CRM-2013

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Community Member on at

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Hi Gopalan

thank you

but this is not what I'm looking for

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Loz 2 on at

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Hi Anna,

Gopalan is correct, all criteria on a duplicate detection rule must be met for a duplicate to be identified. For example, in the below rule, both the first and last name on a Contact must match for a duplicate to be identified.

So:

First Name = "Bob", Last Name = "Smith", AND

First Name = "Bob", Last Name = "Jones" = No duplicate

First Name = "Bob", Last Name = "Smith", AND

First Name = "Bob", Last Name = "Smith" = Duplicate

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ashlega 34,477 on at

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Hi Anna,

in general, you can't create that kind of complicated rules.. But, in your example, why don't you just create a rule that will be looking at the invoice number AND invoice type fields?

It will only detect a duplicate if both fields are a match (if it's the same number but different types, it won't be a match)

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David Jennaway 14,065 on at

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It sounds like the suggestion in the previous post should do what you need.

For reference, duplicate detection does not allow complex logic. However, in some circumstances you could use complex logic (in client script, business rules or a pre-event plugin) to populate one or more derived fields, and run the duplicate detection rule on the derived field(s)

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