Hi Team,

we are trying to merge duplicate lead. The duplicate rule which has been set up, shows the duplicate and when we try to merge those records. The records id not getting merged. It still ends up displaying the two records and it doesn’t show any error message also.

Create instance being used is 7.18.2

Question : As there is no error message showing up, can we know how can we can merge the records.

Note : We did verify the system settings and Operation permission and all the permissions has been provided

 

Regards,

Mayan

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Hello Amritha,

 

The issue was resolved in terms of a support case. Please do not hesitate to contact Technical Support if you face any issues like that.

 

Thank you!

 

Best regards,

Bogdan S.

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Dear Community,

 

I am sure that adding a duplicate search rule is as simple as clicking on the "new" button. The thing is that this button is gone... Does anyone else know what the cause of this is?

Is the feature disabled?

Is there a specific permission?

Is there a max of rules?

This is how my page looks like:

https://prnt.sc/xyxe6d

 

 

Kind regards,

Yosef

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Dear Yosef, 

The behavior you have described looks like you are using an old duplicate search mechanism on that website which doesn't allow you to create your own custom DS rules. 

Please contact our support team at support@creatio.com so we could enable/provide you with instructions on how to enable the ElasticSearch duplicate search tool. 

Kind regards,
Roman

Dear Yosef, 

The behavior you have described looks like you are using an old duplicate search mechanism on that website which doesn't allow you to create your own custom DS rules. 

Please contact our support team at support@creatio.com so we could enable/provide you with instructions on how to enable the ElasticSearch duplicate search tool. 

Kind regards,
Roman

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How do I check which version of the global search service I have?

If you use Creatio cloud, you will always have the latest version of the global search service.

If you use Creatio on-site, run the following console command:

docker ps

This will open the list of all containers. The number of global search version will be available in the “image” column.

How do I initiate the re-indexing of my Creatio site?

For global search versions lower than 2.0:

1. Open gs-mysql container via the following command:

docker exec -it gs-mysql bash

2. Run the following command in the opened gs-mysql container:

mysql -p1665017 use gs; UPDATE GlobalSearchIndexingEntity SET LastIndexedOn = NULL, InProcess = 0;

For global search version 2.0 and up:

Execute the following request on

gs-web-api: `/indexation/{siteName}/reindex/full

How do I enable logging the global search service?

By default, the service logs only errors. To enable logging of all events, locate the following string in the docker-compose.yaml file:

-Log4NetPath=${LOG$NET_CONFIG_FILE:-log4net.production.config}

Replace the string with the following string:

-Log4NetPath=${LOG$NET_CONFIG_FILE:-log4net.debug.config}

Note that if you enable logging of all events, the number of log files will increase significantly.

Which metrics and tracking schema can I use to monitor the global search operation?

Execute the following request:

http://[GS-WEB-API]:81/sites/[SITE_NAME]/search/state

Here, [GS-WEB-API] is the server address, and [SITE_NAME] is your Creatio website name.

How do I set up access to ElasticSearch via a password?

You can restrict access to ElasticSearch using Haproxy, which supports base64 authentification. Use the x-pack plugin to set up access to ElasticSearch via a login and a password.

How do I add a new object to the ElasticSearch indexing, or change the settings for the indexed fields of existing objects?

You can enable and configure indexing of specific sections using Creatio in-app tools. By default, ElasticSearch will index only sections, regardless of their author, as well as lookup columns (with a few exceptions). The attached PDF file contains the list of exceptions.

How do I deploy ElasticSearch on several servers with a single URL? How do I set up clustering?

This information is available in the Elastic service documentation.

Why the “Duplicates search rules” setting is not displayed for me?

Check if the “DeduplicationWebApiUrl” system setting is populated and whether the following features are enabled in “FeatureToggle:”

  • “BulkESDeduplication”
  • “ESDeduplication”
  • “Deduplication”

Learn more about working with additional options in the “Feature Toggle. Mechanism of enabling and disabling functions” article.

Can I use the global search and bulk duplicate search services in two Creatio applications simultaneously?

If you are using two Creatio applications, for example, production and developer environments, set up the global search and bulk duplicate search services for each of them independently. Use the following guides to set up the services:

 

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Hi Andre Kosolapenko,

Thanks for the article. I have performed the operation as guided for re-indexing and below is the result I got and it states that 0 rows got affected.

 

Is there any additional items to be handled ?

Please let me know.

Thanks in advance!

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Hello all,

I am working on configuring the duplicate records found page. Is there a way to be able to click on the duplicate record and be taken to the duplicate's record page?

Like if I am adding a record for Kevin Brady, and then this page appears. Can I click on one of these records to say that the found duplicate is actually the record I'm looking for? It seems limiting that my only options are to either back up or to just continue and save the duplicate.

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Hello Kevin,

Unfortunately there is no way to setup system in the way so if you click on duplicates on save list record you are redirected to this record. It was always like that and I've already created a problem to our R&D team so they could add this possibility in an OOB version of the application. Currently you need to return to section list after saving the record and create filter that returns all duplicates records and merge them in section.

Thank you for the idea of Creatio application logic improvement!

Best regards,

Oscar

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Hi guys,

I'm working on a system for a client that checks a lot of contacts for duplicates based on their address.

Is there a way that I can customize this page to display more fields for the duplicate contact that Creatio has found?

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Hello Kevin,

The only way to add new fields to duplicates search result page is to add those fields as attributes to duplicates search rule (see screenshot http://prntscr.com/qzvpug).

But also we have a suggestion registered to our R&D team so to add new feature of adding custom fields to duplicates search result page and it should be implemented in one of future releases. I will also notify them about your community post so to rise the priority of the main problem. Thank you for helping us to make our application better!

Best regards,

Oscar

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Is there a way to restrict adding duplicate records to the detail? 

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I use processes that are triggered by a signal when a new record is added to the section, then looks for duplicates, deletes the new record, and notifies the user with a link to the existing record.

Would the process pickup the signal from a record insertion happening during an excel import as well?

 

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Hello,

Dear community 

 

I want to know if it's possible to have a partiel results of a duplication account rule? 

For example 

I have 3 accounts : 

- AccountA

-AccountB

-AccountC 

 

I want to know how can I have these 3 account by a duplication rule ? 

Because I've tried to insert %name in the column, it doesn't work. 

Thanks in advance,

Best regards

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Hello Rocher,

Yes it can be done. Please contact us directly (support@creatio.com) so we could change search engine template for your application. Please also note that it will also change search template for Global Search (since deduplication and Global Search features are closely interconnected). 

Best regards,

Oscar

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Hello, 

Dear community,

I’m looking about the question of the duplication of a contact, I want to export it to CSV by a SQL request (it’s done)

But I don’t understand how the excel report is done, what is each column for?

In my excel report I’ve :

  • ContactId : so I think that is the column which is linked to the id of the contact
  • GroupId : I do not know what that means
  • RuleID : this is maybe the id of the duplicate rule ?
  • GroupHash : I do not know what that means
  • SysAdminUnitId : I do not know what that means

Linked a picture 

I want to know what each column means? 

 

Can anyone help me ? 

Thanks in advances

Best regards

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Dear Rocher,

Here is the description:

ContactId - this is just ID of the contact 
RuleID - this is duplicate search rule ID
SysAdminUnitId - this is the ID of the record in system administration object. Basically it is ID of the system user. 
GroupId - once the search is performed, the records are grouped Each group of contact records has its id
GroupHash - when you set the records as 'not duplicates' the value from the GroupHash column goes to the ContactDuplicateSearchGroupExclusions table. It is made to exclude the group of records from the duplicate search results as you do not consider them as duplicates. 

Best regards,

Dean

Dean Parrett,

Thanks a lot for these information ! 

Best regards 

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Hello,

Dear community, 

I've one question : 

Can you tell me the SQL request in order to list the duplicated contacts, and the duplicated account. 

I've tried with the generate db structure and asked the several tables but there is nothing which is done. 

 

Can you help me ? 

 

Thanks in advance, 

Best regards 

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Hello Rocher,

This query is based on which field you are using to determine if the contact is duplicate or not. Here is an example of contact duplicates search result via SQL-query by contact name:

select Name, count (Name) Amount from Contact
group by Name
having count (Name) > 1

Best regards,

Oscar

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Hi,

 

Does anyone know if there's a way to unmerge the merged contacts?

 

Regards,

AK

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Hi,

Basically, merge deletes all duplicate records from DB, so after records are merged they cannot be restored. You can create a backup before merging records to use it later for restoring data. 

Best regards,
Angela

Ah Alright. No worries.

Thanks :)

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