we are so far very happy with corteza as a CRM. Really nice app!
Yet, there is one question arising:
We have a module with several unique constraints (e.g. the name has to be unique) which works perfectly fine when creating a new record via the UI (it prevents the creation). However, when importing a csv file the unique constraints are “blindly” inserted, so no checks are performed and I can create duplicates.
Is there an admin setting that I am overlooking to switch to “strict mode” csv import?
Interesting point, there is no such feature in Corteza yet.
I’ll be sure to bring up a discussion on this. But for now best thing you can probably do is clean the import file up in some other software.
We always assumed that what you want to import should be imported if the structure of the data is correct.
Thanks for the quick answer.
We might also investigate the workaround to upload to a staging module and then automatically transfer the records to the “real” module via a workflow and integrate the duplication checks in this workflow
But obviously a “strict import” that runs the validations on import would be the preferred option.
I agree, it should be the default behavior, with an option to opt out.
This will hopefully be fixed in the near future. Targeting 2024.9.4 most likely.
