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MC-Dragnier Validation Rule to Check for Duplicate Record Names
I have the following validation rule written thus far to use a Vlookup on a custom object to verify that another record has not been created with the same name
and(
Name = VLOOKUP
($ObjectType.Finale_Asset__c.Fields.Name,
$ObjectType.Finale_Asset__c.Fields.Name, Name ),
not(
Id=VLOOKUP
( $ObjectType.Finale_Asset__c.Fields.Id ,$ObjectType.Finale_Asset__c.Fields.Name, Name )))
This indexes against all other Finale Assets to confirm the name is not the same and then does a check to make sure that it is not producing an error message because it found itself.
I need to expand this to include another field, a picklist with different asset types.
Ultimately the rule should work as follows.
An individual can not create a new record with the same name and type as an existing record. A record can have the same name and a different type.
We could have Name = Doc A Type = Document and Name = Doc A Type = Rule but not
Name = Doc A Type = Document and Name = Doc A Type = Document.
Can anybody provide some assistance in getting the picklist portion of the rule included in this validation rule. Where I'm coming across trouble is becuase it is a picklist, there is a limited number of formulas to try and work around this with, since we can't do another VLOOKUP against a picklist.
Thanks!
Not sure that vlookup validation rules are the way forward in this situation. However,
You could use the following method for a code free solution:
1. Create a custom text field (Key__c) on the custom object and set it to be unique ie. check "Do not allow duplicate values"
2. Create a new field update and use a formula to set the value for the Key__c field to a concatenation of the record name and the picklist value. Eg, "Name & TEXT(Asset_Type__c)"
3. Create a new workflow rule that actions the field update you created when records are either created or amended.
Record creation/edit will then fail if the Name, Asset Type combination is duplicated.
If you have existing data in the custom object you will also need to do a data fix to ensure the existing records have the key field populated.
Hope this helps,
How do I set to "Not allow Duplicate Values for a Formula Field in Custom Object?
While creating new field , in the step-2, we can find " [ ]Do not allow duplicate values".
You have to Enable it.
Hope this helps