Prevent duplicated records being added using Unito

Question

Hi, I am using Unito to sync data to cards and firstly create the card.   I want to prevent duplicated cards being added by matching a customer field value (Stock No.).

Is this possible?    So, when the data comes in, I need a rule that checks the card and archives it if there is already a card with that no.?

Mike - Dreamsuite Consulting · Answer

Hi Dream suite Mike,

Can you assist me with where to add on a rule to the above trial to remove the label from the original card (Obviously once the duplicate card has been archived and link deleted)?

I thought it would need to occur prior to breaking the link but it didn't so I put it after the breaking link step and still doesn't do it.    I understand Rule 3 needs the label to find the card, but I want the label to drop off once it's done the job it was intended for.

For this, you should be able to modify rule 3:

"When the orange "Duplicate" label is added to a card, remove the orange "Duplicate" label from the card, find the first card linked in attachments archive the card and unlink"

Mike - Dreamsuite Consulting · Answer

Try changing rule 1 to:

"When a card with custom field "Stock Number" set is added to the board, rename the card to {customfieldvalue}: {cardname}"

Tracy Brigham_9elzhb · Answer

Hi Dream Suite Mike

Can you help me with a bug in the above rules, I have tested this, but it doesn't trigger when the card is added from Zapier Zap.  it conducts the 1st rule but not the 2nd when it looks to match the card title which are identical from rule 1?  Does the rule need to be different for Zapier Zap?