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How to avoid duplicate contact (Customer/Vendor) by making automated action based on name on V14?

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contactsduplicationPythonAutomatedActions
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Michael Gnoth

Hi i am looking for the settings on automated action fields and the python code to avoid my staff from creating duplicate contacts in Odoo V14. I did similar automated action on product internal reference which works perfectly but cannot manage to do so for the contacts.

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Sehrish

If you need any help regarding coding you can contact with us: softwarebox18@gmail.com

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

You can avoid creating a duplicate contact by generating a error message by checking the unique field.

For example:

class ResPartner(models.Model):
_inherit = 'res.partner'

 
    @api.onchange('name')
def _check_name(self):
partner = self.search([])
name = partner.mapped('name')
if self.name:
if self.name in name:
raise ValidationError('Duplicate Customer Name.')
 

Here, it will generate a validation error if the creating customer name already exists in contacts. And it will prevent creating customers with the same name.

Regards

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Michael Gnoth
Autor

Hello,
Thank you for replying so promptly, I have not done any coding on the forms before, I was able to locate res.partner in models but within the model there are a lot of options to go about. any chance you can guide me which field I should apply this code too.

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