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Author Topic: Duplicate Rules with Custom Data  (Read 361 times)

Richard Bramley

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Duplicate Rules with Custom Data
August 04, 2014, 04:45:55 am
I want to create a Duplicate Contact Rule based on custom fields against a contact.  The documentation (http://wiki.civicrm.org/confluence/display/CRMDOC44/Find+Duplicate+Contacts) suggests that this is possible for my version (4.4.1).  However, my custom fields do not appear in the Field drop down list on the page to add a new rule.

How do I get my custom fields to show in this list?  Or do I need to create my rule in a different manner?

Thanks

joanne

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Re: Duplicate Rules with Custom Data
August 04, 2014, 06:10:48 am
Have you made your custom fields searchable?

Richard Bramley

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Re: Duplicate Rules with Custom Data
August 04, 2014, 08:02:10 am
Yes, they are.

Michael McAndrew

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Re: Duplicate Rules with Custom Data
August 04, 2014, 08:08:10 am
What object are your custom fields attached to? I suspect it only works with custom fields attached to contacts or specific contact types.
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Richard Bramley

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Re: Duplicate Rules with Custom Data
August 05, 2014, 01:20:19 am
Thanks for the suggestion Michael.  It appears that the problem is the type that the custom field is attached to.  Custom fields appear in the Field drop down list on the page to add a new rule if their group is attached to built-in type, but not for a custom type.

I tried adding custom fields to the types Contact and Individual, and both appeared in the drop down list.  However, when I added the custom field to a type Subject (a custom contact type based on Individual) it did not work.

Richard Bramley

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Re: Duplicate Rules with Custom Data
August 05, 2014, 08:07:47 am
I've looked at the code and I've been able to hack it to show the custom fields for a custom contact type, but things go wrong when I try to save it because the underlying table (civicrm_dedupe_rule_group) doesn't know anything about sub-types.

I'm tempted to have a go to try to make this work, but I'd be uncomfortable to do anything substantial without guidance from a CiviCRM insider.

Michael McAndrew

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Re: Duplicate Rules with Custom Data
August 06, 2014, 04:55:22 am
Quote
guidance from a CiviCRM insider
with a bit of luck, you will  get some guidance if you make a start (sounds like you already have) and outlne the specific things that are blocking you in a forum post.
not sure how much you have worked with civi before but let me know if you need specifics on how to get started contributing.
http://wiki.civicrm.org/confluence/display/CRMDOC/GitHub+for+CiviCRM is a fairly good start
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  • CiviCRM Community Forums (archive) »
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  • Duplicate Rules with Custom Data

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