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Proposing existing values for "name" field?

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  • Proposing existing values for "name" field?

    Hi,
    is there a way to lookup for already existing names used for an entity before allowing the user to create a new one?
    The goal is to avoid redundancy or typos.
    One option would be to just stop submission if name is close to an existing one. Another option is to perform auto-completion as the user types so that he/she realizes that it already exists.
    Thanks. appvalley
    Last edited by LaurenDean; 01-30-2021, 11:43 AM.

  • #2
    Contact have a duplicate checker that will say if it found something similar. Creating this duplicate checker for other field is quite difficult (for me). You can try to expand on the check duplicate check but there is no sort of AI system to check for "typo" (maybe in 5 years), haven't seen any AI CRM system yet.

    Auto-completion option won't with Name field. One way to have "search ability" is to create a relationship field and have that as your Name field, so whenever you try to type something in it will do a search for it and link to that data. But now you end up with 2 entity.

    I think your best approach is to use Duplicate checking code, there is no inbuilt system for this.

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