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Claris Engage 2025 - March 25-26 Austin Texas ×

Deduplication in portal


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Posted

Has any one got any examples of stopping deduplication in a portal. Using portals to display contacts with in a company if someone enters a similiar first name it flags it and then if someone enters a similar surname it flags it.

Any help would be appreciated

Thanks

Simon

Posted

I had recently the same problem. You can solve it in many ways, the one I used is this:

first, the user isn't allowed to create a new portal record clicking on the first empy row.

I put a + plus button on the top of the portal linked to a CreateNewRecord script.

The script shows a custom dialog, the user enter name and surname on global fields. Then the script searches for similar name/surname. If found warns the user, otherwise creates the record.

This topic is 7578 days old. Please don't post here. Open a new topic instead.

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