Enable duplicate search for existing lines

You can add a Quick action that the user can select to check for duplicates among exisiting lines in a deal.

Configure a Lightning Wrapper component

1. Go to Developer Console and create a Lightning Component:

SampleDuplicateCheckActionWrapper

<aura:component access="global"
                implements="force:lightningQuickActionWithoutHeader,force:hasRecordId">
  
    <zpl:DuplicateCheckModal duplicateCheckConfigurationName="<Name of the Deal Manager Duplicate Check Configuration>"
                             recordId="{!v.recordId}"/>
</aura:component>

2. Replace Name of the Deal Manager Duplicate Check Configuration with the name of the Deal Manager Duplicate Check Config record you created.
3. Select Save.

Create a Quick Action

1. Go to Setup > Object Manager > the Header (deal) object > Buttons, Links and Actions, then select New Action.
2. From the Action Type dropdown, select Lightning Component.
3. From the Lightning Component dropdown, select the name of the component you created.
4. Set the value of Height to 250px.
5. In the Label field, enter a custom name for the new action button, such as Duplicate Check.
6. Select Save.

Drop the new action on the object layout

1. Go to Page Layouts for this object and select a layout.
2. In the Mobile & Lightning Actions section, find the new action button.
3. Drag it to the correct place in the layout.
4. Select Save.

Optionally configure labels in the Duplicate Check modal

Custom labels:

• Modal header—zpl.DuplicateCheckModalHeader
• Modal body—zpl.DuplicateCheckModalBody
• Cancel button—zpl.cancelButton
• Run button—zpl.CheckForDuplicatesButton