Creating a unique attribute in CRM Entity

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  There are two option for the duplicate check.
  
  1. Create a Pre Stage plugin that checks for this constraint and throw an InvalidPluginExecutionException to alert the user and prevent the recor dbing saved.
  2. Create a Duplicate Rule for this attribute, problem being that the user will be presented with a dialof warning them of this but they can still choose to save.
  
  
  The auto generated number can be performed a number of ways,
  
  http://www.codeplex.com/crmnumbering/
  http://blogs.msdn.com/crm/archive/2008/05/13/auto-numbers-in-microsoft-dynamics-crm.aspx
  http://crmintherealworld.blogspot.com/2008/12/using-workflow-to-generate-auto-numbers.html
  http://mahadeomatre.blogspot.com/2009/07/auto-generated-account-number-using.html
  
  I prefer to use a plugin with a custom configuration entity and I write my own plugins so I have not utilised any of the above although the crmnumbering link is the closest.

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  • Marked as answer by GKSPLB Wednesday, March 10, 2010 8:09 AM

  Tuesday, March 9, 2010 2:53 PM

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  Hi,
  
  Thanks for your reply,
  
  I have a concern regarding the Duplicate detection, when i applied it through a Duplicate detection rule, the rule generates a warning message although the user still can save the record even with the duplication , is  there anyway to forbid the user of saving the record as long as the duplication exists?
  
  thanks

  Tuesday, March 9, 2010 3:51 PM
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  Hi

  
  

  As Clinton suggested, you can create and use plugin (Pre Stage pluigin) to prevent duplicate detection.

  You can restrict the user from saving the record using InvalidPluginExecutionException

  
  

  Refer

  http://msdn.microsoft.com/en-us/library/dd393303.aspx

  http://msdn.microsoft.com/en-us/library/ee672312.aspx

  
  

  Regards

  Vinoth

  
  

  
  

  
  

  
  

  
  

  • Marked as answer by GKSPLB Wednesday, March 10, 2010 8:09 AM

  Tuesday, March 9, 2010 4:04 PM