Merging Contacts/Accoutns / Concat two text fields

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Posted on by Manuel Steiner

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I got a requirement which is as following:

When I merge two contacts then there is a field importsource let's say contact A has importsource "crm2011" and contact B has importsource "SAP"

Now when I merge these two and contact A is the master and stays active, the importsource field of contact A should say "crm2011, SAP" and that should be the case no matter which field you would pck in the merge dialog.

I got it working with a plugin but it only works if you select the field from the master.

did anyone else had that problem/requirement?

regards

Manuel

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David Jennaway 14,065 on at

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You should be able to get the values from a combination of:

The UpdateContent InputParameter, which is of type Entity

The value in the subordinate record after the merge

The value in the primary record after the merge

You'll probably have to check all 3 to cover each scenario

It may also be possible to register a preImage on the plugin step, which would give a fourth option

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