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Editorial Team
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Asked: 2026-05-15T16:41:50+00:00

I am creating a new entity in CRM 4.0 to track our projects. One

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I am creating a new entity in CRM 4.0 to track our projects. One field is a Project Code, and I’d like to have a way to ensure that this field contains a unique value.

I understand that this is not a key, and it won’t be used as a key, but for human readability/tracking purposes, it would be nice if I could tell the user that the code he just entered has already been used.

I am thinking that a webservice/javascript call will be necessary, but I wanted to see if anyone else has tackled this issue already.

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1 Answer

  1. Editorial Team

    Depends on how foolproof you want it to be.

    • The web service call is pretty lightweight, but if two people save a record at the same time, it’s not going to detect it at that time, and dupe codes will happen.
    • A custom plugin would definitely detect dupe codes, but you don’t get any feedback until after the user attempts to save. There’s also still a small chance there could be repeat codes from users entering records.
    • The completely bulletproof way we’ve used is to have a plugin that checks a custom database table that we lock and then only let one plugin at a time through.
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