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Deny user from saving check duplicate role RRS feed

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    Dear all
    How can I remove the save button from the check duplicates role when it popup!

    I configure it in the roles but the button still exists.

    Best regards

     

     

    Wednesday, October 29, 2008 12:22 PM

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    The Microsoft duplicate detection does a good job of notifing users when it looks like a duplicate will be created but it does not stop them from creating it. it then allows the users to decide if it is really a duplicate or not. It also does a good job of runnign after the fact to find possibel duplicates to then go through and deal with.
     
    There is not a supported route to make the save button read only on the data duplication pop-up form.  That being said you could look into an un-supported route and disable the button by modifying the form or injecting JavaScript to it. But this woudl be modifying underlying files and would be unsupported. 

    The supported route to stop a user from being able to actually save a duplicate record in Microsoft CRM will be to create a pre-create or pre-update plugin-in which will check and stop the save and message the user if a duplicate was found.  You would have to be very careful to make sure the duplicate rule you are using really only captures duplicates because you do not want to stop users from creating good records by having a bad duplicate detection rule that stops valid acounts from being created.

    Hope that helps
    - Hoss  

     
    • Marked as answer by Jim Glass Jr Thursday, March 5, 2009 9:49 PM
    Tuesday, March 3, 2009 8:28 PM

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    dear all  
    I reconfigure the check duplicate rule but nothing happend...
    what should i do !!!
    how can i prevent users from inserting a duplicate records ..
    your fast advice is highly appreciated....

    Best regards
    Tareq Shelbayeh

    TSH
    Tuesday, March 3, 2009 10:55 AM
  • Question
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    The Microsoft duplicate detection does a good job of notifing users when it looks like a duplicate will be created but it does not stop them from creating it. it then allows the users to decide if it is really a duplicate or not. It also does a good job of runnign after the fact to find possibel duplicates to then go through and deal with.
     
    There is not a supported route to make the save button read only on the data duplication pop-up form.  That being said you could look into an un-supported route and disable the button by modifying the form or injecting JavaScript to it. But this woudl be modifying underlying files and would be unsupported. 

    The supported route to stop a user from being able to actually save a duplicate record in Microsoft CRM will be to create a pre-create or pre-update plugin-in which will check and stop the save and message the user if a duplicate was found.  You would have to be very careful to make sure the duplicate rule you are using really only captures duplicates because you do not want to stop users from creating good records by having a bad duplicate detection rule that stops valid acounts from being created.

    Hope that helps
    - Hoss  

     
    • Marked as answer by Jim Glass Jr Thursday, March 5, 2009 9:49 PM
    Tuesday, March 3, 2009 8:28 PM
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    Hello Hoss,

    I have a question, how can a send a message back to the user informing that the record already exists, I was under the impression that a plugin can only send a messages back to the user in a error log format.

    Tuesday, May 7, 2013 2:53 PM