Adding the Duplicates Window to Forms - trillium_quality - Latest

When a new record is entered, Trillium Quality for Dynamics will check your database to determine if the new record is potentially a duplicate of an existing active record. A pop-up window allows users to view and, optionally, merge the duplicate records. This pop-up window must be activated for each form with which you enter contact, account and lead records, with the following exceptions:

• The duplicates window cannot be activated on Quick Create forms.

• The duplicates window cannot be activated on customer address entity forms.

To add the duplicates popup to forms

1. In a browser, open CRM and select one of the following:

   • If you are using a separate solution for customizations as described in Creating a Solution for Trillium Quality for Dynamics Customizations, select Settings > Solutions and select the solution.

   • If you are not using a separate solution for customizations, select Settings > Customizations > Customize the System.

2. Expand Entities, expand the entity you would like to modify, and select Forms.

   Note: To detect duplicate records for a custom entity, ensure that the custom entity has been processed by the Deployment Manager, as described in add Trillium fields to custom entities.

3. Click the form to be modified; the form editor window opens.

   Note: The duplicates pop-up cannot be activated on a Quick Create form or on any customer address entity forms.

4. In the Field Explorer, locate the TSS Duplicate field and drag it onto the form.

   

5. (Optional) After a record has been processed by Trillium Quality for Dynamics, the TSS Duplicate field will contain True or False, indicating whether the record is a duplicate. If you would prefer that this information not be visible on the form, double-click the TSS Duplicate field to display its Field Properties, uncheck the Visible by Default option, as shown in figure below, and click OK.

   

6. Click Form Properties on the ribbon. The Form Properties window opens.

7. Under Form Libraries, click Add. The LookUp Record window opens.

8. In the Search field, enter tss and click the search icon ().

   

9. Select tss_duplicatepopup_loader.js (remember to select with the checkmark, not by clicking on the library name).

   

10. Click Add. The LookUp Record window closes.

11. Repeat Step 7 through Step 10, selecting tss_SDK_Rest.js.

12. In the Form Properties window, under Event Handlers, select:

    Control: Form

    Event:   OnSave

13. Click Add. The Handler Properties window opens.

14. Do the following:

    • Ensure that the tss_duplicatepopup_loader library is selected.

    • In the Function field type TSS.DupePopup.OnSave.

    • Select Pass execution context as first parameter.

    

15. Click OK. The TSS.DupePopup.OnSave function is added.

    

16. In the Form Properties window, under Event Handlers, select:

    Control: TSS Duplicate

    Event:   OnChange

17. Click Add. The Handler Properties window opens.

18. Do the following:

    • Ensure that the tss_duplicatepopup_loader library is selected

    • In the Function field type TSS.DupePopup.OnChangeTSSDuplicate.

    • Select Pass execution context as first parameter.

      

19. Click OK. The TSS.DupePopup.OnChangeTSSDuplicate function is added. In the Form Properties window, click OK.

     

20. In the form editor, click Save, click Publish and close the form window.

    Note: If you will be adding fields to forms, as described in Adding Name and Address Fields to Forms, it is convenient to add additional fields as you modify each form.

21. Repeat this procedure for each form you use to enter contact, account, lead and, optionally, custom entity records. Note the following:

• Ensure you always select the parameter Pass execution context as first parameter whenever you modify the Handler Properties for any entity.

• The Duplicates window cannot be displayed on Quick Create forms or on customer address entity forms. For custom entities, duplicates can be displayed but cannot be merged.