Workflow that recognizes duplicate field values

[CClark3]

Hello,

I need help building a workflow. We have a project ID field on the deal level, in some situations multiple deals are attached to the same project and sometimes its the only deal for the project. We want a workflow that will look at this field and see if any other deals have this project ID and if so return a Yes or no to another field, a count of deals with that ID, or something that shows multiple projects has the same project ID. Does anyone have a work around or a fix for this? 

[Jonas_De_Mets · Accepted solution]

@CClark3 our app Koalify will do exactly that to identify potential duplicates 😅
You can create a rule that will highlight deals with the same "Project ID". 

These will be marked with our Koalify Properties. One of them is the number of duplicates. 
Which is essentiall the number of times that Project ID is found. 

You can use it for free if you are not merging.

This is how it looks like for companies with the same "Custom ID":

Hope this helps!

[Jaycee_Lewis]

Hey, @CClark3 Have you looked at a Custom Code Actions? My gut feeling here is that you will need to be selective on how you query your Deals looking for matches, as it will be inefficient to query all deals for each record. The Search API should let you look for matches in a more efficient manner. I haven't dug too deep, but webhooks may be useful in this situation as well. 

Have fun testing! — Jaycee