Prevent Duplicate Entry from a Record Picker
The objective is to prevent adding a child record to a parent a second time from a record picker.
A simple business case is adding parts to a Bill of Material from an Item Master.
A ...
Forum Discussion
What about this? Could you use a 'helper table'?
What if when pushing the add button, it first runs an EditRecordAPI and puts in the combined text of all the current parts on a helper table.
Helper table is a parent to items, and you lookdown that combined text current parts, onto the items table.
On the items table you have a formula checkbox - [Include in record picker]. Formula is essentially, if this item is contained within that list, do not check.
Back on the record picker, use the formula checkbox in the report.
Possible issues:
- More than one person is selecting at once, so someone could 'sneak' in and overwrite the helper table field. This could be solved using a famous, Mark Shnier User Focus table, as your helper table.
- You would need to create a custom 'Save and New' button, and hope the user doesn't use the native save and new....
Not perfect, but possible?
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Mike Tamoush
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I will build a test app to see how it functions.
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Don Larson
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