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  • Profile creating duplicate records instead of updating
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Author Topic: Profile creating duplicate records instead of updating  (Read 2541 times)

klkosi

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Profile creating duplicate records instead of updating
September 30, 2010, 07:49:12 pm
I am using a profile in a contribution page and I have it set to Update a matching record instead of creating a duplicate.  Despite this, it keeps creating duplicates.

I futzed around with the strict/fuzzy rules for an individual record and in the Strict Rule, I set the criteria to "Last Name" to a weight of 1 and a length of 3 and "First name" length to 2 with a weight of 2 and I have the weight threshold to 1.  The form is still duplicating rather than updating records.

I'm using CiviCRM 3.2.2.  Are the Rules I set just wrong or is this a bug?  The profile is also set to update rather than duplicate records.

petednz

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Re: Profile creating duplicate records instead of updating
September 30, 2010, 10:23:33 pm
does the URL you are using have a create or edit in it?
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klkosi

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Re: Profile creating duplicate records instead of updating
October 01, 2010, 04:39:32 am
Hi Peterd,

The URL I'm using is generated by a contribution page so it's like:  http://www.(MYDOMAIN).org/index.php?q=civicrm/contribute/transact&reset=1&id=11

Are there any changes I should make to the profile I'm using in the contribution page?

klkosi

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Re: Profile creating duplicate records instead of updating
October 01, 2010, 05:08:10 am
Oh!  Also, this profile and form are for users who are not logged in to allow them to update their information.  The profile I'm using for logged in users is working very well.  Basically all I would need this profile/form to do is detect the same first and last name and update the record with new info (like a new email address).  The people I'm creating this site for have a contact list whose members are constantly changing email addresses.

petednz

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Re: Profile creating duplicate records instead of updating
October 01, 2010, 10:35:54 am
What Duplicate Matching Rule are you using? It will be your Strict + Default here http://drupal.demo.civicrm.org/civicrm/contact/deduperules&reset=1
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klkosi

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Re: Profile creating duplicate records instead of updating
October 05, 2010, 09:08:47 am
Hi Peterd,

The strict+default rule I'm using is:  "Last Name" has to a weight of 1 and a length of 3 and "First name" length to 2 with a weight of 2 and I have the weight threshold to 1.    I took away the email match that is set by default because the email is probably what the contacts will change most often, so I'd rather the matches be made based on first name/last name, if possible.

I also tried to directly edit the profile via this link:

http://www.MYDOMAIN.org/index.php?q=civicrm/profile/edit&gid=20&reset=1

And I'm still getting dupes.  Is my strict+default rule configured wrong? 

Thank you!!!

klkosi

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Re: Profile creating duplicate records instead of updating
October 05, 2010, 09:26:28 am
Hi -- I actually think i just figured it out.  I'd been operating under a wrong assumption about the weight of the fields and the weight threshold.  I adjusted the weight of both the Last Name and First Name fields to 10 and changed the weight threshold to 10 and it seems to be updating now rather than creating dupes.

Thanks for your help though!  :-)

petednz

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Re: Profile creating duplicate records instead of updating
October 05, 2010, 12:14:48 pm
Glad you worked it out. Note (and for others reading this) Strict, which is what is used for Profiles and Imports etc, does not work on length of field, that is only for Fuzzy. In Strict it works on the whole field.

I think the risk of what you have set up is that if 10 is the threshold, and 10 is for First name, then if I fill in profile as Peter Davis, it will up date Peter Brown's record.

I would suggest you do some more checking and read the Book chapter that covers 'matching' and use of Profiles.
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klkosi

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Re: Profile creating duplicate records instead of updating
October 05, 2010, 12:57:09 pm
Hey Peterd -- you're right.  Ill look into this a bit more!

petednz

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Re: Profile creating duplicate records instead of updating
October 19, 2010, 05:05:49 pm
Quote from: peterd on October 05, 2010, 12:14:48 pm
Note (and for others reading this) Strict, which is what is used for Profiles and Imports etc, does not work on length of field, that is only for Fuzzy. In Strict it works on the whole field.
Looks like i am completely wrong on this - maybe things changed, but seems that length does apply on Strict
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Kiran Jagtap

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Re: Profile creating duplicate records instead of updating
October 19, 2010, 11:47:38 pm
Hello,

1. For normal profile mode we do use 'Strict' dedupe rule.
2. For dialog mode we do 'Fuzzy' dedupe rule.
( when profile used w/ jquery dialog form - like create contact when creating new contribution from create new shortcuts )

Hope this help

Kiran
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websynapse

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Re: Profile creating duplicate records instead of updating
June 25, 2011, 12:56:22 am
I'm having the same problem with 3.1.4.

My Individual - Strict dedupe rule is set to Email with a Weight of 10, and the threshold for a match is 10. That's the only field used.

My profile for data capture is not set to 'Update contact on a duplicate match?'.

Why are duplicate emails not prevented with these settings?

xavier

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Re: Profile creating duplicate records instead of updating
June 25, 2011, 02:07:14 am
Quote from: websynapse on June 25, 2011, 12:56:22 am
My profile for data capture is not set to 'Update contact on a duplicate match?'.

It must be set to "Update contact" to update contacts instead of creating a duplicate.

Otherwise, the dedupe potentially doesn't work because:

1) they are already two contacts with the same email. In that case, civi creates a 3rd one because it doesn't know which one to take (arguably the best option, but not sure which one could be better)

2) You are using the profile on an event registration with allow 2 participants with same email checked.

This one has been solved in a recent version (I think, that was a really tricky one and long discussion about how to implement best)

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websynapse

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Re: Profile creating duplicate records instead of updating
June 25, 2011, 03:14:02 pm
But that doesn't match what the explanation says in the Update contacts help.

"If you are using the profile as a contact signup and editing form - this option controls what happens if the data matches an existing contact record. If this option is enabled, the matching contact record is updated. Otherwise the user will get a 'duplicate record' warning, and their input will not be saved. Contact matching is based on your configured 'Strict' rule for identifying duplicate contacts."

I had this disabled so that the user would get a 'duplicate record' warning. This didn't happen.

websynapse

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Re: Profile creating duplicate records instead of updating
June 27, 2011, 12:09:50 am
Here's a screenshot of my settings:

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Profile creating duplicate records instead of updating

This forum was archived on 2017-11-26.