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Author Topic: Find & Merge Strict Rule Issue  (Read 3718 times)

ryeradio

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Find & Merge Strict Rule Issue
April 02, 2012, 01:13:21 pm
We have set up a public event where participants can register. I have a strict rule of email, firstName and lastName all with a weight of 5 and nothing in the length column. The Weight Threshold to Consider Contacts 'Matching' is set to 15. I have had a few contacts enter in their spouses name and in the database it writes over the thier name. For instance Sara Brown is in the database. WHen she fills out the form she registers as John Brown with the same email and then the contact is changed to John. Shouldn't there be a new contact added? Should this not update the record unless it is an exact email, firstname and lastname match? Should I be changing the weight or the total threshold to stop this from happening?

LindseyM

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Re: Find & Merge Strict Rule Issue
April 02, 2012, 01:33:57 pm
I have had exactly the same issue with 4.1 - it doesn't seem to recognise the Individual strict rule for online registrations (although if I just click Use Rule it does work as a search).  I ended up setting our online event to allow people to register multiple participants and also to allow multiple registrations from the same email address.  At this point it told me that:

In order to allow multiple registrations with the same email address, the default "Fuzzy" Dedupe Rule will be used to check for matching contact records and prevent duplicate registrations. This rule currently uses the following fields: First Name,Last Name,Email. First and Last Name will be used to check for matches among the multiple participants being registered.

This was the outcome I wanted and it works.  However, I agree that altering the strict rule in 4.1 does not seem to be recognised when used with online bookings.  Please can a Civi guru tell me if this is now a confirmed bug as ryeradio has had the same problem.  Unfortunately it's not really something I can test on the demo site.

Many thanks
Lindsey

petednz

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Re: Find & Merge Strict Rule Issue
April 03, 2012, 03:31:47 am
i don't know if this is the issue for you but if this is only happening occasionally then

if Contact A has 2 emails which are the same (eg Home and Main), and you set
First=5
last=5
email = 5

then in the past at least this has meant that when contact B enters the same Last + Email it will score a 15 as it will count 5 for both matches of the email

so a better forumla would be
First=5
Last=5
Email=1

and set the threshold to 11 - that way it would take at least 6 matching emails to create a problem and hopefully you don't have too many of those contacts

hth
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LindseyM

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Re: Find & Merge Strict Rule Issue
April 03, 2012, 04:27:06 am
Thanks Pete, that's helpful advice and I've noted it down for future reference.  However, I think the issue may be more fundamental than that as the people I tested it with online only had one email address so, like ryeradio, use of the new default strict rule in 4.1 should not have overwritten records.  A new default strict rule in 4.1 just does not seem to be recognised when relating to online event participants.

ryeradio - do the people who were overwritten in your system have more than one email address the same, as Pete suggested? It'd be good to know so we can narrow down the reason for this glitch and assess whether or not it is a bug.  Thanks.

Lindsey

ryeradio

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Re: Find & Merge Strict Rule Issue
April 03, 2012, 04:36:05 am
Thank you Pete! Yes I believe that was the issue. The contacts that had the problem had the same email address in there twice. I have changed it to your formula below and hopefully that fixes my issue. Thank you so much!!

LindseyM

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Re: Find & Merge Strict Rule Issue
April 03, 2012, 10:08:00 am
Thanks from me too Pete.  On that basis, would you also suggest it's sensible to alter the Individual Fuzzy Inbuilt rule which clicks in automatically when you allow people to register multiple participants and allow multiple registrations from the same email address?  It's currently set up by Civi as:

First name - 5
Last name - 7
Email - 10
Weight threshold - 20

Ought this to be changed too by creating a different fuzzy default with the 5,5,1 you suggest?  The point you make about emails being weighted twice if they appear twice in the Civi contact record is really important and should be mentioned in the documentation as it makes a lot of difference!  Thanks for pointing it out.

Lindsey

petednz

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Re: Find & Merge Strict Rule Issue
April 03, 2012, 10:20:04 am
well i don't understand the logic of the system - having the threshold set to 22 would at least ensure that 2 x emails would not be enough for a match

it looks like the intention above was to ensure that First AND Last AND Email would be required which should therefore be 22 as the threshold
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ryeradio

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Re: Find & Merge Strict Rule Issue
April 12, 2012, 10:00:38 am
OK I changed my merge rule to the following:
First=5
Last=5
Email=1

And I just had another person register with two of the same email addresses, the same last name but a different first name and it merged them together, so it does not seem like this worked. Do you think there is a bug, or should I be able to change my settings to something else to prevent this?

petednz

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Re: Find & Merge Strict Rule Issue
April 12, 2012, 12:13:52 pm
and we are definitely talking about the default strict rule and this is when people are logged out?
can you replicate on demo?
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ryeradio

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Re: Find & Merge Strict Rule Issue
April 17, 2012, 06:06:37 pm
Yes I am definitely talking about the strict rule. It is happening often:(

ryeradio

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Re: Find & Merge Strict Rule Issue
April 18, 2012, 11:09:10 am
I just recreated this on the demo site. changed the strict rule to the first-5, last-5, email-1. I created a contact called sarah schulz. I registered for a camping event with the same email as sarah schulz, but entered the name bob ryerson. when I went back to look at Sarah Schulz, the name changed to bob ryerson. It appears as if it is ONLY looking at email and not even looking at the strict rule I put as the default:( Please help!

ryeradio

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Re: Find & Merge Strict Rule Issue
April 23, 2012, 10:31:18 am
Can one of the  developers look at this? I am still having an issue with this and recreated it on the demo site. Should I submit a ticket?

Donald Lobo

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Re: Find & Merge Strict Rule Issue
April 23, 2012, 11:08:30 am

any chance u can get your consultant and/or developer helping with the site to take a look at the code and figure out whats happening. We can help them get started on IRC

lobo
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ryeradio

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Re: Find & Merge Strict Rule Issue
April 23, 2012, 11:26:08 am
I can try to look. Do you know where about in the file system the event logic is?

Donald Lobo

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Re: Find & Merge Strict Rule Issue
April 23, 2012, 11:50:16 am

Might want to skim thru the developer book:

http://book.civicrm.org/developer/

to get a better idea of the layout of the code and structure

The code for the event registration should be under CRM/Event/*

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Find & Merge Strict Rule Issue

This forum was archived on 2017-11-26.