Cannot alter default/reserved setting on dedupe rules in 4.1

[LindseyM]

Having transitioned to 4.1 (now running 4.1.1) we suddenly seem to have lots of dedupe rules set as default (currently  4 for Individuals!)  I'm not sure how this happened and want just one default rule.  However, when  I Edit Rule I am not able to untick either Default (or Reserved either when that is active) - see screenshot.  it seems to be the same on the demo.

Any ideas on how I can untick Default?  Thanks.  PS The Rule Name is blank as they all got wiped with the transition to 4.1

Lindsey

[Kurund Jalmi]

Having transitioned to 4.1 (now running 4.1.1) we suddenly seem to have lots of dedupe rules set as default (currently  4 for Individuals!)  I'm not sure how this happened and want just one default rule. 

In 4.1 by default CiviCRM ships 3 in built dedupe rules for individual. You cannot change the fields of these default rules. You can create your own dedupe rules if these does not meet your requirement and set it as default.

However, when  I Edit Rule I am not able to untick either Default (or Reserved either when that is active) - see screenshot.  it seems to be the same on the demo.

If you want to change the default rule got to http://drupal.demo.civicrm.org/civicrm/contact/deduperules?reset=1 and change default using "Make Default"

HTh
Kurund

[LindseyM]

Thanks Kurund.  Sorry if this sounds stupid... I realise I can create a new rule and use 'Make Default' to set it as Default, but I can't see how to un-Default the current ones.  Do I need to?  Without that action,  presumably I'm just amassing Default rules and Civi won't know which one of the many rules really is my chosen Default?!

Or is it the case that whenever I click Make Default, Civi recognises that action as defining the most recent (and therefore current) Default choice.  If that's the case, why are there so many Default green ticks on the de-dupe rules screen? (see new screenshot) I would have expected there to be just three green ticks - indicating the current Default rule in use for Individuals, Households and Organisations.

To put it another way, if I create a new rule and set it as Default, how does someone else know which is the current Default dedupe rule when there are numerous green ticks?

Thanks for bearing with me on this one.

[Kurund Jalmi]

Or is it the case that whenever I click Make Default, Civi recognises that action as defining the most recent (and therefore current) Default choice.

 
yes. that's the way to make rule default.

If that's the case, why are there so many Default green ticks on the de-dupe rules screen? (see new screenshot) I would have expected there to be just three green ticks - indicating the current Default rule in use for Individuals, Households and Organisations.

Note that for each contact type there is Strict and Fuzzy rule.  So you have 6 default rules.

Hth
Kurund

[LindseyM]

I'm still having real problems with this. I have created a new strict rule for individuals and have set it as default, understanding that this is the one which is used for online registration.

The in-built rule is a weight of 10 for email and 10 is also the threshhold ie if the email of an event participant matches one already in Civi they are considered to be the same person.  The rule I have set instead is:

First name - 2
Last name - 2
Email - 1
Threshhold - 4

I have done some online event registration testing and the result of using my new rule above is exactly the same as when the In-built strict rule is used, suggesting that in 4.1 it is not recognising a new default rule for online registrations.  Can anyone else verify this as it's not something I can test on the demo?

The outcomes for my new default rule weren't at all as expected eg

- An online registration with the same first and last names as someone already on Civi, but with a different email address, created a new record. With the rule working, it should have given the participant 2 points for each name, reaching the threshhold of 4 and merely adding the new email to their current record.
- We have a couple on Civi called Dan and Hannah Smith who share an email address. I presume Hannah's online registration should have given her a score of 5 and added the event to her current record.  Instead, it overwrote Dan's record.

Does this sound like 4.1 is just not using the new default rule (Individual Strict) for online registrations? 

Lindsey
 

[The Next Wave]

It now seems there is no way to delete a dedupe rule if you make one of your own.
Suggestions anyone?

[LenInkster]

Edit the row entry for the dedupe rule and edit the is_reserved column from 1 to 0.  Go back to the CIVICRM dashboard and the dedupe rule can now be edited and deleted.