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Help

Duplicate Rule on Customer

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This question has been flagged
salescustomer
5 Replies
4651 Views
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Hung Pham

Hi,

We need to set up a duplicate rule on the Customer, base on the mobile field. Could we configure it on Odoo, or we need to customize it?  

0
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Chris TRINGHAM

If you want to prevent duplicate mobile numbers, this answer should help you to find the solution:

https://www.odoo.com/forum/help-1/question/how-can-i-prevent-users-from-entering-duplicate-vendors-based-on-name-only-134963#answer-134964

Hung Pham
Author

Thanks Chris. Instead we embedded python code, do we have other ways that end-user could define them?

faOtools

Perhaps one of those apps - https://apps.odoo.com/apps/modules/13.0/crm_duplicates/ ; https://apps.odoo.com/apps/modules/13.0/partner_duplicates/; might be of use for you

Chris TRINGHAM

End users cannot define it, but Automated Actions (as per Ray's solution) allow you to add this checking on an Odoo online database (no customization, no third-party apps).

Avatar
Tugay HATIL
Best Answer

Hi Hung Pham,

I have done a similar study before. I hope this works.

Settings -> Technical -> Automatic Actions


Python Code


if record.mobile != False:

  partner = env['res.partner'].search([('mobile', '=', record.mobile)])

  mobile = record.mobile

  if partner:

    record.update({'mobile': ''})

    raise Warning("Change, please"% mobile)


Thank you, best regards.

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