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DaveAdams2 Preventing a dupe by concatenating fields on a custom object
Hi All,
I have a custom object called "Account_Activity_Plans" with which I would like to prevent duplicate records when a user creates a new record or updates an existing record. The way i had planned to do this was make a trigger that populates a field called UniqueKey (set as unique in the field properties) before insert and before update with a concatenation of several fields in the record so that the record will not save if the concatenation of the various values already exists on another record.
The fields i would like to concatenate are called:-
AcccountID(a master detail relationship exists with the account
Enterprise (picklist)
Hi Dave,
The best way of achieving your requirement is through a trigger as you have rightly indicated in your post,but you need to think to store the contatenated value in a formula field and in the trigger to need to check if there exists any data which has (F1+F2+F3+F4 ) {concatenation of 4 fields} in any instance of the custom object , if it does then we raise an error.
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Hi Ispita,
thanks so much for your reply. I have now made the custom formula field that concatenates the other 4 fields and called it Unique_Key__c . I am very new to triggers and unsure how to write the trigger you have suggest, are you able to suggest the code i should use or point me to a similar scenario sample code that already exists?
The names of everything is per below:-
Custom object name - AccountActivityPlans__c
Field to check if unique before inserting or saving a record - Unique_Key__c
Error message to display - "An record already exists with the same details, so you cannot save this record"
Hope this snippet will help you.
Trigger UniqueKeyCheck on AccountActivityPlans__c (before insert, before update)
{
string tmpKey= trigger.new[0].field1 + trigger.new[0].field2 + trigger.new[0].field3 +trigger.new[0].field4
AccountActivityPlans__c arrObj[] =['Selct id, Unique_Key__c from AccountActivityPlans__c where Unique_Key__c =:tmpKey]
if(arrObj.size>0)
{
trigger.new[0].Unique_Key__c.addError('An record already exists with the same details, so you cannot save this record');
}
}
Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.