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Validation Rule to Check for Duplicate Record Names

I have the following validation rule written thus far to use a Vlookup on a custom object to verify that another record has not been created with the same name


        Name = VLOOKUP        
            $ObjectType.Finale_Asset__c.Fields.Name, Name ),
         ( $ObjectType.Finale_Asset__c.Fields.Id ,$ObjectType.Finale_Asset__c.Fields.Name, Name )))


This indexes against all other Finale Assets to confirm the name is not the same and then does a check to make sure that it is not producing an error message because it found itself.


I need to expand this to include another field, a picklist with different asset types.


Ultimately the rule should work as follows.


An individual can not create a new record with the same name and type as an existing record.  A record can have the same name and a different type.

We could have Name = Doc A  Type = Document and Name = Doc A Type = Rule but not


Name = Doc A Type = Document and Name = Doc A  Type = Document.


Can anybody provide some assistance in getting the picklist portion of the rule included in this validation rule.  Where I'm coming across trouble is becuase it is a picklist, there is a limited number of formulas to try and work around this with, since we can't do another VLOOKUP against a picklist.




Not sure that vlookup validation rules are the way forward in this situation.  However,


You could use the following method for a code free solution:


1.  Create a custom text field (Key__c) on the custom object and set it to be unique ie. check "Do not allow duplicate values"


2.  Create a new field update and use a formula to set the value for the Key__c field to a concatenation of the record name and the picklist value. Eg,   "Name  &  TEXT(Asset_Type__c)"


3.  Create a new workflow rule that actions the field update you created when records are either created or amended.


Record creation/edit will then fail if the Name, Asset Type combination is duplicated.


If you have existing data in the custom object you will also need to do a data fix to ensure the existing records have the key field populated.


Hope this helps,


How do I set to "Not allow Duplicate Values for a Formula Field in Custom Object?

harish s 33harish s 33

While creating new field , in the step-2, we can find " [ ]Do not allow duplicate values".
You have to Enable it.

Hope this helps