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Duplicate Record Checker

  • April 30, 2025
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Hello,

I have a form with two fields named "Year" and "Quarter". The Quarter field is a dropdown with options such as "Q1", "Q2", etc. The Year field is a numeric field where users enter a year (i.e., 2025).

What I need help with is displaying a error message when users have duplicate Quarters for a single given year. Example: If a user has a record with "Q1" for the Quarter and "2025" for the Year, they cannot enter another record for 2025 with Q1. They may only select "Q2", "Q3" or so on for 2025.

Hopefully I explained this well enoguh for someone to understand. If I can elaborate more, please let me know.

 

Best answer by Mez

If you've marked this formula field as unique (must be unique is checked), you won't need any form rules, just attempt to save a new record with a known duplicate value and the standard built-in error message will appear. 

Mez
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  • Mez
  • Registered
  • April 30, 2025

If your users will always use the form to enter data and save records, a simple approach is to have a formula field to join {using list()} these two fields and make this field unique, resulting in something: "Q1-2025". You'll also want to have the fields Quarter and Year required so this formula field will always have a value. 

The standard/built-in error message will display when the user attempts to save the record. 

If this ends up being too restrictive on this table, you can always add another field to the formula to capture uniqueness, except Record ID. 

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