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In MS CRM 4.0, is there a way to ensure that a field is unique?

开发者 https://www.devze.com 2023-01-06 19:14 出处:网络
I am creating a new entity in CRM 4.0 to track our projects. O开发者_如何学编程ne field is a Project Code, and I\'d like to have a way to ensure that this field contains a unique value.

I am creating a new entity in CRM 4.0 to track our projects. O开发者_如何学编程ne field is a Project Code, and I'd like to have a way to ensure that this field contains a unique value.

I understand that this is not a key, and it won't be used as a key, but for human readability/tracking purposes, it would be nice if I could tell the user that the code he just entered has already been used.

I am thinking that a webservice/javascript call will be necessary, but I wanted to see if anyone else has tackled this issue already.


Depends on how foolproof you want it to be.

  • The web service call is pretty lightweight, but if two people save a record at the same time, it's not going to detect it at that time, and dupe codes will happen.
  • A custom plugin would definitely detect dupe codes, but you don't get any feedback until after the user attempts to save. There's also still a small chance there could be repeat codes from users entering records.
  • The completely bulletproof way we've used is to have a plugin that checks a custom database table that we lock and then only let one plugin at a time through.
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