Question

Looking for a no-code solution to prevent an Account from having multiple Active Contracts

Good afternoon,

 

I'm looking for a no-code solation that would prevent a user from adding a new "active" contract to an account if one already exists.

 

Example,

"Account A" has "Contract X" which is currently active. We would like to prevent a user from adding "Contract Y" to "Account A" since it already has an active contract. Is this possible without code? Currently on 8.1.5.2177 if that makes a difference . 

 

Regards,

Michael

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1 comments

Hello,

You can create a business process, using no-code tools that, when creating a contract, will check if a contract exists for that account and, if so, will notify the user. To do this, you may need elements such as:
Signal start, Read data, Modify data, Delete data and Pre-configured page
 

You can also configure a duplicate search process using the Find and merge duplicates element and a pre-configured deduplication rule.  Before setting up the element, ensure bulk duplicate search and global search features are configured, and the relevant section has active duplicate search rules.

Best regards,
Antonii.

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