How to include Account recordtype field in Matching rule
Account object had 3 recordtypes(recordType1 (RT1) , recordtype2 (RT2) and recordtype3 RT3) every time when user created Account RT2, it has parent field as RT1. When user create account RT3 , it has parent field as RT2. Here the hirearchy is from RT1-->RT2-->RT2.
When the user is creating the account records with RT1 as ' ABC'' , RT2 as"ABC" and RT3 as "ABC"--> User should be allowed to create the records here with same name.
When the user is creating the account records with same name as exisitng then user should be blocked from creating the records( new record "RT1 --> ABC ") .
The above mentioned senario has to be achieved by duplication rule. without any trigger or coding . Only configration part shd be used.
Any help would be appreciated on this
- Create a new text field called "Account Record Type"
- Set the default value for that field as "$RecordType.Name" and make that field read only in the page layout.
Hope this will solve the problem.