QUESTION:
I have a validation rule requiring all sales reps to pick a "Type" when a Task is created. This is blocking a Task from DupeBlocker. Is there a way to override validation rules for DupeBlocker?
Here is the error I am getting:
*** Trigger: Account after update
*** isMerge value: false
*** Trigger.new size: 1
*** Trigger.old size: 1
*** Exception Type: CRMfusionDBR101.DB_Globals.UnknownException
*** Exception Cause: null
*** Exception Message: DupeBlocker Error: Unknown exception encountered while try to create a task for duplicate warning a0xF000001M5ahMIAR.
Error Code: FIELD_CUSTOM_VALIDATION_EXCEPTION Error Message: Please choose a Type
Note: The error message can be slightly different for each customer depending on what is specified in the validation rule, and the field that is being validated.
ANSWER:
DupeBlocker Tasks do not have a "Type" associated with them. As a workaround you can:
1. Exclude from your validation rule Tasks that have a subject starting with "Potential duplicate".
OR
2. Create a before insert trigger for Tasks that sets the "Type" field value (specified by you) when a task is created with a subject starting with "Potential duplicate".
If using auto-merge or auto-convert with task creation, do something similar for the subject specified in the auto-merge/convert settings for that scenario.
Note: Another common error that arises with Task validation rules is requiring specific Task Subjects to be used when creating Tasks. Here is list of all the possible Task Subjects for Tasks created by DupeBlocker in case the list of acceptable subjects needs to be updated in the validation rule:
- If DupeBlocker is configured to "Report Duplicate" and create a Task for the Duplicate Warning, then the possible subjects of the DupeBlocker Tasks are (note: these are NOT customizable):
- Potential duplicate Lead created/updated
- Potential duplicate Contact created/updated
- Potential duplicate Account created/updated
- Potential duplicate Lead to Contact created/updated
- Potential duplicate Lead to Account created/updated
- For auto-merge or auto-convert Tasks, the subjects would be (note: these ARE customizable)
- DupeBlocker Auto-Merge Data - Merged Record
- DupeBlocker Auto-Convert - Original Lead Data
- If converting a Lead to a Contact/Account directly from a Lead to Contact/Account Warning and electing to create a Task, the subject would be (note: these ARE customizable):
- Duplicate Lead/Contact found and merged.
