Hello Community! Im stuck and need your help!
I have a custom object (+tab) that allows users to create records
On this object there is a lookup field (for Site Name) to the Site Object
I want to prevent users from being able to create multiple records with the same Site Name
Ive created a Checkbox on my object
Ive created a Validation Rule pointing to the checkbox
Ive created a Record Triggered Flow that contains
- Get Records
- Decision
- and Assignment elements
I am not even able to create a single record without my error message popping up, as I believe its treating my Site Name lookup value as "already exists" (which it does it its own object) but NOT in my custom object.
Anyone know how to make my flow / rules look for duplicate records ONLY on my custom object?
Hope this makes sense.
Thanks,
Nick
@Priyanshu Gupta thanks for the help! Ive tried many variations of this kind of validation rule ALL with syntax errors. Im starting to think that my Site Name look up fields and Site Name formula fields are causing the issue. Im trying to look at the formula field of current records to see if there are existing values.
Here are some example value names to help with another try!
object name = site support details
lookup field = Site Name
formula filed = SSD Site (this field populates what the user selects from the site name look up field)
