Can I make a duplicate rule not be able to be overridden by my users?
Right now when I make a rule, my users can click past the screen that tells them they are making a duplicate. I want to make one of the contact rules not overridable. I don't see how to do that on the duplicate rule set up screen.
Any thoughts?
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Dear Heather,
Thank you for clarification.
It is not possible to prevent users from ignoring this message. The only option is to run the duplicate search later to find all duplicates created by users and merge them.
Regards,
Dean
Dear Heather,
Unfortunately, there is no such feature that would prevent the users from editing some particular duplicates search rule. However, you can restrict your users from accessing the rules section. You need to remove the user from CanManageDuplicatesRules operation permission. After that, when trying to access the duplicate search rules section, the user will not be able to open it and will see this notification:
Note, if your different user is a member of the System Administrators role, he will still be able to access the section since it is not possible to restrict the administrators access level.
Regards,
Dean
Hi Dean-
I'm not worried about someone editing my rule. I am trying to make users stop making duplicates.
Right now when the system senses a duplicate - it creates a pop-up that says its a duplicate. My users have two options at that point. They can keep going and still create the duplicate or go back to the starting screen. I don't want them to be able to ignore the duplicate warning.
Dear Heather,
Thank you for clarification.
It is not possible to prevent users from ignoring this message. The only option is to run the duplicate search later to find all duplicates created by users and merge them.
Regards,
Dean