Microsoft Dynamics CRM (Archived)

Duplicate Detection rule, prevent the record from saving

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Posted on by yify

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Hello Team,

I have implemented the duplicate detection rule in one of my custom entity.

Now the Duplicate Detection rule is working and it is showing the Duplicate message.

But, In Duplicate detection message it is having the option to save. I don't want to save the record if duplicate detection is detected.

Any help or guidance will be highly appreciated.

Thanks

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Unfortunately there is no possibility to make it in customization way.

I believe that's possible with plugin that will handle Create, run duplicate detection and if this record is duplicate just throw an error that will break creation of record.

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Hi James,

This can be done by setting attributes on Keys within the entity.

For example, if you wanted to prevent duplicate Contacts that match on Name and Company:

1) Open Contacts entity

2) Select Keys on the Contact entity

3) Click NEW and give the Display Name a descriptive label (i.e. "Duplicate Contact on Name & Company Match")

4) Tab over and accept the value that auto populates the Name field

5) In the Available Attributes Section, select and add "First Name," "Last Name," and "Company Name"

6) Save and Publish your customizations

Result: when a user tries to save a duplicate Contact that matches on those fields, an error pops stating "ERROR: Duplicate Record. A duplicate with attribute values First Name, Last Name, Company Name already exists. The entity key requires unique values - try again. Download log file / OK." Those are the only two options the user receives - no option to save as when using duplicate detection rules.

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Please see my reply to OP. This is possible using entity keys.

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This can be done by setting attributes on Keys within the entity.

For example, if you wanted to prevent duplicate Contacts that match on Name and Company:

1) Open Contacts entity

2) Select Keys on the Contact entity

3) Click NEW and give the Display Name a descriptive label (i.e. "Duplicate Contact on Name & Company Match")

4) Tab over and accept the value that auto populates the Name field

5) In the Available Attributes Section, select and add "First Name," "Last Name," and "Company Name"

6) Save and Publish your customizations

Result: when a user tries to save a duplicate Contact that matches on those fields, an error pops stating "ERROR: Duplicate Record. A duplicate with attribute values First Name, Last Name, Company Name already exists. The entity key requires unique values - try again. Download log file / OK." Those are the only two options the user receives - no option to save as when using duplicate detection rules.

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Hi msQQ94SID,

I tried to create a new key on Lead, but it Failed. Is there any way you can tell why it failed? I do have the duplicate detection enabled. Should the attributes in key and the duplicate detection rule be same or it can be different? Any suggestions would be much appreciated.

Thanks,

Sam

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Hi,

I also tried the same. First time it failed. I delete the key and tried once again. Now it works.

Thanks.

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It did not work for me. Thanks Gokul.

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Dynamics_Alok 1,746 on at

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key decides duplication based on key(attribute) value only but duplicate detection decides duplication based on DDR.

To resolve your issue ,better way is to write Javascript or Plugin to stop saving duplicate record.

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Taryn 25 on at

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Thank for this, works perfectly

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Iswarya 1,347 on at

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hi,

you can achieve the same, using javascript. call this script in form onsave and enable ->pass Excution context as first parameter

function GetData(executionObj)
{
    debugger;
    var PracticeLocation = Xrm.Page.getAttribute("new_practicelocation").getValue();
    var EMRvendorProduct=Xrm.Page.getAttribute("new_emrvendorexist").getValue();

    if (PracticeLocation != null && EMRvendorProduct!=null )
    {

        var PracticeLocationId = PracticeLocation[0].id;

        var PracticeLocationName = PracticeLocation[0].name;

        var EMRvendorProductId = EMRvendorProduct[0].id;

        var EMRvendorProductName = EMRvendorProduct[0].name;

        var context = Xrm.Page.context;
        var serverUrl = context.getClientUrl();
        var ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";
        var retrieveResult = new XMLHttpRequest();

        retrieveResult.open("GET", ODataPath +"/new_emrrequestSet?$select=new_emrvendorexist,new_PracticeLocation&$filter=new_emrvendorexist/Id eq guid'"+EMRvendorProductId+"' and new_PracticeLocation/Id eq guid'"+PracticeLocationId+"'",false);
        retrieveResult.setRequestHeader("Accept", "application/json");
        retrieveResult.setRequestHeader("Content-Type", "application/json; charset=utf-8?");
        retrieveResult.send();

        if (retrieveResult.readyState == 4 /* complete */)
        {
            if (retrieveResult.status == 200)
            {
                var retrieved = this.parent.JSON.parse(retrieveResult.responseText).d;
                var Result = retrieved.results;

                if (typeof Result !== "undefined")
                {

                    var count = Result.length;

                    if (count>1)
                    {
                        alert("duplicate value not allowed");
                        executionObj.getEventArgs().preventDefault();

                    }

                }
            }

        }

    }
}

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