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Customer experience | Sales, Customer Insights,...
Unanswered

Restrict user to create a duplicate record.

Posted on by 15

So I have a weird requirement to fullfill in our CRM System.

In our env we have entity lets say "Job" and it has three fields.

  • Job Number (SLT field)
  • Task Number  (SLT field)
  • Account(Lookup field)

Requirement:- Restrict user to create a Job record if there exist a record with same job number and Task number field is empty. If a Job Code along with a Task Code is entered, only one of these combinations should be allowed. The same Job Code / Task Code combination can only be entered once.

Example-

Existed Record:-

Record 1:-

  • Job Number-J1
  • Task Number -T1

Record 2:-

  • Job Number-J2
  • Task Number -Empty

Input:-

Scenario 1:-

  • Job Number-J1
  • Task Number -T1

Not Allowed

Scenario 2:-

  • Job Number-J1
  • Task Number -T2

Allowed

Scenario 3:-

  • Job Number-J2
  • Task Number -Empty

Not Allowed

Any help would be really appreciated.

Thanks and Regards

Naveen

  • erhan.keskin Profile Picture
    erhan.keskin 2,247 on at
    RE: Restrict user to create a duplicate record.

    Hi,

    You can use out of box duplicate detection rules if it is ok to ignore when there is duplication. docs.microsoft.com/.../set-up-duplicate-detection-rules-keep-data-clean

    You can write a plugin to check the conditions, if the conditions are met, then you can throw an error message.

    You can define alternate keys. docs.microsoft.com/.../define-alternate-keys-entity

    You can have an addon if you like. appsource.microsoft.com/.../cowia-solutions.62b0180b-ddc2-4453-86b3-a4edce5757a6

    Regards,

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