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Entity was not appearing in “Base Record Type” dropdown while creating ‘Duplicate Detection Rule’
- In one of my requirement, I had to create a ‘Duplicate Detection Rule’ on my custom entity ‘Policy’.
- So to create the ‘Duplicate Detection Rule’, I opened a new ‘Duplicate Detection Rule’ form (i.e., Navigated to “Settings –> Data Management –> Duplicate Detection Rules –> New”)
- I then tried to choose “Policy” as “Base Record Type”, but to my surprise I did not find the “Policy” entity in the “Base Record Type” options list
Reason & Fix
- To find the reason, I verified ‘Policy’ entity customizations
- There I observed “Duplicate detection” checkbox was unchecked, under ‘Data Services’ section
- I checked the “Duplicate detection” checkbox and Save & Published to get the ‘Policy’ entity name option in ‘Base Record Type’ dropdown of ‘Duplicate Detection Rule’
🙂
Categories: CRM, CRM 2011
Base Record Type, CRM 2011, Data services, Duplicate detection
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