Removing Duplicate rows in collections

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Posted on by mcnemare1

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I am building a sales app to streamline info for my sales team next year.

I am creating a combo-box that will create a drop down if a name is being entered that is matching someone that we already have in our system. I am doing this to reduce the chance of duplicate referral entries under misspelled names and are connected to the right customer profile.

For example: DC Bike Shop || DD Bike Shop || DC Bik Shop || etc.

To do this I have created a collections that combines our opportunity que (sales pipeline) and our Client Database

Collection 1 - colTMDBNames - Data from our Client Database

Collection 2 - colOppQueNames - Data from our sales pipeline

Collection3 - colTotalNames - Combines colTMDBNames & colOppQueNames

Issue

The issue that I am having is that I am getting duplicates because a few (not all) of the customers that are in the sales que, are also in the TM Database. This makes sense, since naturally all the new clients are going through this pipeline.

I am wondering if there is a way to filter Collection #2 to only pull in values that meet certain status values, and / or remove duplicate values in collection #3.

Code

OnSelect Property of Entry form button.

Collect(colTMDBnames,ShowColumns('TM Client database', "Title","ClientNAME"));
Collect(colOppQueNames,ShowColumns('Opportunity Que', "Title", "Clientname"));
ClearCollect(colTotalNames,colTMDBnames,colOppQueNames);
Set(SortDescending1,Descending)

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WarrenBelz 156,750 Most Valuable Professional on at

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Hi @mcnemare1 ,

Try this as the total exercise

With( { wTM: ShowColumns( 'TM Client database', "Title", "ClientNAME" ), wOpp: ShowColumns( 'Opportunity Que', "Title", "Clientname" ) }, ClearCollect( colTotalNames, wTM, Filter( wOpp, !(ClientName in wTM.CLIENTNAME) ) ) )

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mcnemare1 214 on at

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Hey @WarrenBelz

Thanks for the reply.

the formula doesn't seem to like "ClientName in wTM.CLIENTNAME" (see below)
Thoughts?
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mcnemare1 214 on at

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@WarrenBelz

NVM I figured it out just a misspelling of ClientName and ClientNAME
With( { wTM: ShowColumns( 'TM Client database', "Title", "ClientNAME" ), wOpp: ShowColumns( 'Opportunity Que', "Title", "Clientname" ) }, ClearCollect( colTotalNames, wTM, Filter( wOpp, !(Clientname in wTM.ClientNAME) ) ) );