"Merge records" on the actions menu should become enabled when you select more than one record in the list (as long as the user also has the "Duplicates processing" (CanMergeDuplicates) operation permission). Could it be that the user account doesn't have this permission?

Ryan

Ryan Farley,

Thanks for the note!



1. Here more than one duplicated record is selected

2. The logged-in user is the supervisor and has the "Duplicates processing" (CanMergeDuplicates) operation permission). 

Note:

If a record is filtered and multiple entries (i.e., duplicates) are selected this merge record is disabled. If multiple records in a section are selected without applying any filters in the section filter (OOTB filter option --: "Merge Record" option is enabled).

Best regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

I looked at the code for the merge button, it looks like it sets visible based on if the user has the permission or not, not the enabled property. For the menu item to be enabled, it looks like it just uses the "isAnySelected" to determine if any records are selected in the list (isAnySelected is implemented in GridUtilitiesV2 mixin). 

Apparently, that is returning false for your section. Do you have any console errors showing when using that section?

Ryan

Ryan Farley,

No console errors for the section.

Now it works. But haven't changed any operation permission or configuration.



Thanks for the insight !

It seems the property enabled/disabled is based on  "isAnySelected"  attribute and the operation permission read from "SysAdminOperation" which defines the access right.



could you please help with the module that has this Merge menu code? 

Best regards,

Bhoobalan Palanivelu.

Hello Raviraja,

If you want the records being checked for duplicates not only when it's created, but every time it's modified, please create Replacing Schema for Base Entity Page and paste the following into it:

define("BaseEntityPage", [], function(DeduplicationConstants) {
	return {
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		messages: {},
		mixins: {},
		methods: {
 
			/**
			 * @inheritdoc Terrasoft.BaseEntityPage#asyncValidate
			 * @overridden
			 */
			asyncValidate: function(callback, scope) {
				this.callParent([function(result) {
					if (result.success && this.get("PerformSearchOnSave")) {
						this.findOnSave(callback, scope);
					} else {
						callback.call(scope, result);
					}
				}, this]);
			},
		},
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
	};
});

Please note, that it wil start duplicate check for every page on every change(even in the fields that are not being checked by your rule). 

You can use it as is or modify it so it fits your business task better. 

Best regards,

Yurii. 

Thanks for the reply Yurii,

Can we modify this for to rule only for the desired field?

Can't we call a specific rule from frontend script?

thanks!

Yedla Ravi Raja,

Since you replace Base Entity Page, all child schemas will also inherit the same behavior. 

If you'd like to call deduplication for specific pages please add this method to the page you need. 

Also, this method calls the search itself, not specifying the rules.  

Best regards, 

Yurii

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 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

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

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

Hello,

This notification indicates that the process of duplicates search is finished, but there are two possible results: duplicates are found or duplicates are not found. To find out if duplicates were found you can go to "Setup duplicates rules" section of system designer and in "Actions" drop-down choose "Show duplicate contacts/accounts". This action will open the list of duplicated contacts or accounts. Or you can click on "Actions" in accounts or contacts section and click on "Show duplicate accounts/contacts" and it should return the list of duplicates.

Best regards,

Oscar

Oscar Dylan,

Alright!

Also, what does this error imply?

I've been getting this error for last few hours when I run the duplicate search.

aaykay,

This error can be received if there are some issues with duplicates search functionality like incorrect procedure (or errors in it) that is executed when the search is started. It is difficult to say without access to the application in which the issue can be reproduced. Please email us at support@bpmonline.com and provide us with access to the application and we will check it.

Best regards,

Oscar

Hello!

Please send an email to support@bpmonline.com regarding this issue. We would like to investigate it further. 

Best regards,

Angela

Dear Akshaya Gajendran,

The basic rule that performs the required function is called 'Contact duplicates. Contact name' not 'Contact duplicates.FnLn'. The reason why you do not receive the automatic pop-up window when saving a new duplicate contact is that you, most likely, added separate 'First' and 'Last name' fields on the minipage. The thing is that the system indexing the duplicate records by the Full name field. If you create a contact by adding the first and the last name separately, the duplicate search rule will not work. If you want the system to search for duplicates by the first and the last names separately,  you will need to create a custom search rule and set up the required conditions based on the following article

https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-duplicate-search-rule

Best regards,

Dean

Hi,Team

I added a new field (Date of Registration) to the contact object and included it in the contact mini page. I implemented a duplication rule as instructed by you using the reference article. I am still not able to see the automatic warning page as soon as I click on "Save" for a duplicate row. I have to manually run the duplication rules from the action buttons menu for it to appear in the duplicates page. Is there a way of achieving this for custom columns automatically on click of "Save"? I also tried exploring this further in the "deduplication" package. The "tsp_FindDuplicate" stored procedure looked interesting. I would guess that we would have to process the "@xmlRows" parameter additionally for the custom fields that we include. But, what I was unsure was if the BPM'Online C# logic that calls this stored procedure, passes the entire object with all its columns as the serialized xml input? Please confirm

Akshaya Gajendran,

Hello Ashaya,



Basically if you added new duplicate search rule by following the article: 

https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-duplica…

It should work in appropriate way. There is some ways how you can try to resolve the issue by yourself: check if all actions from the article was performed once again, relogin and flush the redis.

If the issue will persist after that please email us to support@bpmonline.com.



Best regards,

Alex

Hi Chris,

The duplicate search in bpm’online finds an exact character match according to the following rules:

·         All spaces are deleted.

·         All special symbols are deleted: brackets, quotation marks, hyphens, "#", "%", etc.

·         Standard text is deleted from website addresses, such as: "http(s):\\", "www", and the items of the domain name, such as .com, .org, etc except top-level domains.

·         When comparing email addresses, symbols “@”, “_”, “.”, integers and Latin characters are taken into account.

·         When comparing full names, both integers and Latin characters are taken into account. When comparing values in the [Full name] field, the system will identify duplicates regardless of the order in which first and last names are entered.

·         When comparing phone numbers, only the last 10 digits are taken into account.

More information you may find on https://academy.bpmonline.com/documents/service-enterprise/7-9/how-search-duplicates#XREF_62807  

Kind regards,

Nataly

Hello Jon,



Could you please clarify whether you would like to have exact duplicates only for the phone number listed or for all records?