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Question

Highlighting Duplicate Names in Generic Inquiry

  • July 8, 2026
  • 3 replies
  • 94 views

I am looking for a solution to find a way to edit my generic inquiry to highlight the names or descriptions in Appointments screen.
I have configured my GI; the last thing I am trying to do is to find a way to see the duplicate names in Yellow.

The result is 
 

Could you please advise me on a way to highlight duplicate names in yellow?

I tried using formulas in the Style and Grouping Tab sections, but I couldn't find a way to highlight duplicate values.

3 replies

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@esimonyan41 This feature is not currently available in Generic Inquiries (GI). As far as I know, there isn't an option to achieve this within a GI.

As an alternative, you could consider using a Power BI dashboard to present the data in the desired format.

Additionally, please upvote the existing submitted product idea to help increase its visibility and priority for future consideration.


  • Author
  • Freshman I
  • July 9, 2026

@ranjithduraisamy72 Thanks for info. I’ll try the alternative method.


arpine08
Jr Varsity I
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  • Jr Varsity I
  • July 12, 2026

Hi @esimonyan41,

I found a possible solution using only Generic Inquiries (without customization) to highlight duplicate descriptions based on FSAppointment.DocDesc.

The idea is to create a small pre-aggregated GI that counts how many times each description appears, then join this GI back to the main GI and use the count in the Style formula to highlight duplicate descriptions. 

The attached XML file (FS-Appointment-Pre.xml) contains the pre-aggregated GI (Appointments - Description Duplicate Count) used in this example.
Step 1 – Create a pre-aggregated GI (Appointments - Description Duplicate Count)

Data Sources tab: PX.Objects.FS.FSAppointment

Conditions tab: Add the following condition to exclude empty or null descriptions from the duplicate count: FSAppointment.DocDesc → Is Not Empty

Grouping tab:  Group by: FSAppointment.DocDesc

Results Grid tab: 

Add: 

FSAppointment.DocDesc; 

FSAppointment.NoteID → Aggregate Function = COUNT

Result of the pre-aggregated GI:

Step 2 – Add the pre-aggregated GI to the main GI

Data Sources tab: Add the pre-aggregated GI as an additional data source

 

Relations tab:  Create a LEFT JOIN using: FSAppointment.DocDesc = FSAppointmentPre.FSAppointment_docDesc

I used a LEFT JOIN so that all appointment records remain in the main GI

 

Step 3 – Add the Style formula

Results Grid tab → Row Style, use:

=IIf([FSAppointmentPre.FSAppointment_Countc101ff51972149dfb7937859e536e678] > 1, 'yellow20', 'default') 

The COUNT field can be selected from the Fields & Parameters section in the Style editor.

Any description with a count greater than 1 will be highlighted.

Result:

 

Note: The provided XML file is a starting point and can be adjusted based on your specific requirements, including data sources, fields, and conditions.