Unique indexes

Create unique indexes to combine two fields from an object into a single, indexed value that must remain unique within the object. When you create a unique index, you establish a rule that no two values within the object can have this same combination of values. Establishing a unique index is useful for something like a sales leads object, where you want to eliminate duplicate entries. Although some leads might have the same name, and some corporate buyers might share the same phone number, having both values in common indicates a duplicate record. You can set a unique index of name and phone number so that you ensure this combination of values is always unique.

Unique indexes can be used with custom objects only.

Access to certain features in Customization Services or Platform Services are based on your administrative privileges. See the table below to determine what kind of administrator you need to be for each feature. Learn more about Permissions for Customization and Platform Services.

Feature Permissions needed
  • Custom fields
  • Smart events
  • Smart rules
  • Smart link clicks
  • Smart link fetches
  • Business user type
  • Limited or Full administrative privileges
  • Permissions to the Customization Services or Platform Services application
  • Custom applications, including hosted files
  • Custom packages
  • Custom objects
  • Custom menus
  • Conversion and import maps
  • Email templates
  • Platform Triggers
  • Unique indexes
  • Workflows
  • Document templates

Only full administrators can edit page layouts on standard pages.
  • Business user type
  • Full administrative privileges
  • Permissions to the Platform Services application

Only full administrators can access Platform Services features because only they can change the behavior of Sage Intacct pages.
  • Approving the installation of custom applications with user-defined dimensions (UDDs)
  • Business user type
  • Full administrative privileges
  • Permissions to the Platform Services application
  • Permission to approve installation of custom applications with user-defined dimensions (granted by a different administrator)

We recommend limiting this permission to one or two admin users who control the authorization and installation of applications with UDDs.

The installation of applications with UDDs must be authorized. There might be an associated cost for the company installing the application, UDDs cannot be uninstalled after they are in use, and transaction and report processing times can increase as UDDs are added.

Terms may differ from those used in your location when choosing an object in Customization Services and Platform Services. For information on terms that may differ in your location, see Terminology across locales.

Add a unique index

Whenever you have a group of values in a record that need to be unique as a combined set, you can define a unique index. For example, in a location object, you might combine address, city, and state or territory fields into a unique index. Combining the fields for a unique index ensures that locations remain unique.

To add a unique index:

  1. Go to Platform Services > All > Objects.

  2. Find and select the appropriate object.

    Use the Filter by application dropdown list at the top of the page to filter by custom applications.

  3. On the Object Definition page, select Unique indexes at the top, then select New unique index.
  4. Enter an Index name.
  5. Enter an Error message to display any time a user enters a duplicate value into a field included in the unique index.
  6. Select fields in the Available fields column and move them into the Selected fields column using the arrow buttons. These fields are included in your unique index.
  7. Select Save.

Edit a unique index

You might want to add or remove fields from a unique index, depending on how your business has changed.

To edit a unique index:

  1. Go to Platform Services > All > Objects.

  2. Find and select the appropriate object.

    Use the Filter by application dropdown list at the top of the page to filter by custom applications.

  3. On the Object Definition page, select Unique indexes at the top, then select Edit next to the appropriate unique index.
  4. Make changes as needed. See Add a unique index for more details about your options.
  5. Select Save.

View a list of unique indexes

  1. Go to Platform Services > All > Objects.

  2. Find and select the appropriate object.

    Use the Filter by application dropdown list at the top of the page to filter by custom applications.

  3. On the Object Definition page, select Unique indexes at the top.

Delete a unique index

You can delete a unique index if it is no longer user, but be careful. After you delete a unique index, it cannot be restored.

To delete a unique index:

  1. Go to Platform Services > All > Objects.

  2. Find and select the appropriate object.

    Use the Filter by application dropdown list at the top of the page to filter by custom applications.

  3. On the Object Definition page, select Unique indexes at the top.
  4. Select the Del link next to the appropriate unique index.
  5. On the confirmation dialog box, select Yes, then select Delete.