505
Hello community,
OOTB duplicate detection only looks for similar records within the reach of the logged in user's security role. That is if a user has visibility only on records within his/her BU then the duplicate check will also be done only on records within that BU. What I need is a check that goes beyond the logged in user's reach. Any ideas on best way to do this?
Regards
CRMYogi
Hi CRMYogi,
Please let me know whether you have any doubt or question to the method.
Another method is also impersonation but it could perform by javascript code, which would be easier than deploying backend plug-in.
(your crm version is required to upper than 2016 to support the feature)
I'm waitting for your thought.
Thanks.
Regards,
Clofly
Hi Partner,
There is a method in plug-in which could Impersonate a user to execute action.
In your scenario, you could build a plug-in(custom workflow when record is created),
it will impersonate sysadmin to query all records in CRM, if any duplicate record was found,
then throw an error to tell client user that the record has existed in whole organization,
so you should run the it at organization level.
You could read article below for details:
Due to we just need input parameters as filter to retrieve records in crm, so it's up to you to use fechXML or queryExpression.
Regards,
Clofly
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