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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / don't allow duplic...
Microsoft Dynamics CRM (Archived)

don't allow duplicates in a subgrid

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Posted on by Ama AMV 88

I have a grid view that reflects contacts list.

in that grid I have columns like contactId, departmentId, projectId, taskId (lookups)

Now I can add one contact as many times I want.

I would like to show only distinct contacts.

The contact can be added as many times we want if we already don't have a contact under contactId + departemntId + projectId

I would like to hide first or second row.

Is there a way to do this?

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  • Verified answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi Ama,

    You can create one custom number attribute in your sub-grid entity.. when any new record is added or created, assign incremental number to custom number attribute. now for sub-grid view add filter to show only records with custom attribute number =1.

    So if you have 2 records with same contact, department, project & task,then custom number values will be like 1 & 2, and you are going to show only 1 record based on filter.

    hope this will work..

  • Verified answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at

    HI Ama,

    Here is one way of doing it.

    1. Write Pre-Create, Pre-Update plugins on Contact entity that call a function by passing the contactId & departmentId, projectid, taskid. If there is no match found then don't do anything just allow the user operation to go through.

    2. If you get multiple records returned by the retrieve then abort the create/update the plugin and display the duplicate error message to the user.

    Can refer:

    https://msdn.microsoft.com/en-us/library/hh210213.aspx?f=255&MSPPError=-2147217396

    https://parthimscrm.wordpress.com/2013/07/05/duplicate-detection-plugin-crm-2011/

    If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.in

     

  • NielsL Profile Picture
    NielsL 262 on at

    Mahadeo Matre

    Can you elaborate a bit on how you would create the assign the custom number attribute on the entity and populate it? Can this be done using workflows are does it require code?

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