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Administrator Guide
Last Updated: 2023-06-23
Example: Create a Condition Rule to Prevent Creating Duplicate Customers

Example: Create a Condition Rule to Prevent Creating Duplicate Customers

You want to create a condition rule so that you can't accidentally create 2 customer profiles for the same customer. You'll create and apply a condition rule to the
Customer Event
 business process that checks whether a customer profile with the same tax ID already exists.
  1. Access the
    Customer Event
     business process definition.
  2. From the related actions menu of the
    Initiation
     step, select
    Business Process
    Maintain Step Conditions
    .
  3. On the
    Maintain Step Conditions
     task, add a new row, and in the
    Rule
     column, select
    Create Condition Rule
    .
  4. Enter these values:
    Source External Field or Condition Rule
    Relational Operator
    Comparison Type
    Comparison Value
    Customer Primary Tax ID Exists
    Not equal to
    Value specified in this filter
    Select the check box.
Workday displays a critical validation if you try to create 2 customers with the same tax ID.