{"id":23647,"date":"2020-01-24T06:16:36","date_gmt":"2020-01-24T06:16:36","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=23647"},"modified":"2020-01-24T06:16:37","modified_gmt":"2020-01-24T06:16:37","slug":"duplicate-records-created-while-progressing-custom-entity-workflow","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/01\/24\/duplicate-records-created-while-progressing-custom-entity-workflow\/","title":{"rendered":"Duplicate records created while progressing Custom Entity workflow"},"content":{"rendered":"\n

Workflow plays a vital role in Sage CRM<\/a>. Designing and implementing business process in CRM in order to let the same process flow to be followed as it was out of the system, is easily achieved in Sage CRM<\/a>. Another advantage is the provision to not only create Custom entities in CRM but also apply the relevant process flow to be followed by users.<\/p>\n\n\n\n

New Stuff: <\/strong><\/em> Enhancements to Notification list in Sage CRM<\/a><\/p>\n\n\n\n

In Sage CRM<\/a>, workflow gets enabled by default for Primary entities but when it comes to Custom entity it is managed by custom application extensions like ASP pages or .NET. Below is the screen shot which depicts how to create Custom entity table as well as pass Workflow Id parameter against it.<\/p>\n\n\n\n

\n\"Custom<\/a>\n\n
Custom Entity – Main Table<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

Recently, we created a Custom entity named Project to capture the details as well as progress its records with the help of workflow as and when milestones set for it are achieved. But on viewing the Tracking tab, we could find multiple entries of the same stage. Below is the screen shot for your reference.<\/p>\n\n\n\n

\n\"Duplicate<\/a>\n\n
Duplicate Records in Tracking tab<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

As a part of investigation, we checked every possible source of issue such as the Workflow actions, Progress screen, Progress list but no luck. Later we checked both the table details i.e. Project and ProjectProgress (as per our example<\/em>) and found that Workflow Id parameter was configured in both the tables. You can refer the screenshots given.<\/p>\n\n\n\n

\n\"Custom<\/a>\n\n
Custom Entity – Progress Table<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

Since, Project is the Top Level Entity (as per our example<\/em>) only it should have the Workflow Id parameter configured against it. Thus it was necessary to remove the Workflow Id parameter from ProjectProgress table. <\/p>\n\n\n\n

Follow\nthe below steps do to the same:<\/p>\n\n\n\n

  1. Login with the Admin user and go the Administration \u2192 Customization <\/strong>and select the progress entity from the Secondary Entities(ProjectProgress) <\/li>
  2. From Fields tab<\/strong>, find the workflow Id and click on Field caption<\/strong> hyperlink <\/li>
  3. Now on Change Database field properties tab<\/strong> click on Delete button.<\/strong> <\/li>
  4. After deleting, execute metadata refresh. <\/li><\/ol>\n\n\n\n

    Once you deleted workflow id field from custom table, you can see in below screen shot that only one record is created in Tracking tab after progressing the workflow for fresh records.<\/p>\n\n\n\n

    \n\"Rectified<\/a>\n\n
    Rectified Tracking tab<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    For old\/existing records where duplicate records are displayed, user needs to delete them manually from back end. In this way, you can avoid such errors while working with Workflow for custom entity in Sage CRM<\/a>.<\/p>\n\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

    Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Workflow plays a vital role in Sage CRM. Designing and implementing business process in CRM in order to let the same process flow to be followed as it was out of the system, is easily achieved in Sage CRM. Another advantage is the provision to not only create Custom entities in CRM but also apply\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,73,92,93,128,299,310,332,391],"tags":[857,4050,4051,4049,4052,4055,2604,4053],"class_list":["post-23647","post","type-post","status-publish","format-standard","hentry","category-administrator","category-configuration","category-custom-entity","category-custom-fields","category-duplicate","category-progress-entity","category-records","category-sage-crm","category-tab","tag-custom-entity","tag-custom-entity-workflow","tag-duplicate-records","tag-duplicate-records-created-while-progressing-custom-entity-workflow","tag-primary-entities","tag-progress-table","tag-workflow","tag-workflow-id-parameter"],"yoast_head":"\nDuplicate records created while progressing Custom Entity workflow - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/01\/24\/duplicate-records-created-while-progressing-custom-entity-workflow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Duplicate records created while progressing Custom Entity workflow - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Workflow plays a vital role in Sage CRM. 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