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Thread: Merging records - where are the missing fields?

  1. #1
    callumd is offline Senior Member
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    Default Merging records - where are the missing fields?

    I have a field called "Tier" which is a field I have added to the Accounts module. One particular account record currently has duplicate records of itself. One of these instances of the record has a value in the Tier field, but in the other 2 records, this field is blank. I want to merge these 3 records in to one, and retain the Tier value from the one record that contains it.

    But when I select these three duplicate records and click 'Merge', nowhere does the option appear where I can set which value of Tier to retain (as in, "would you like to leave this field blank, as it is in two of these records, or would you like to give it a value, as is present in the 3rd record?". In fact, nowhere on the Merge page does the word "Tier" even appear. I need to retain this value. When I perform the merge, the Tier value gets blanked.

    Why when I select multiple records and then click "Merge" am I not seeing a full set of all fields within that module?
    Last edited by callumd; 2010-03-12 at 12:29 AM.

  2. #2
    callumd is offline Senior Member
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    Default Re: Merging records - where are the missing fields?

    Does anyone have any clues here?

    I select two records from the Accounts module, I click Merge -> and it's not showing all available fields (in particular, it's not showing the one field that I have added to the Accounts module). Where is it?

    Edit: The field I have added is a dropdown box. Does that help?

  3. #3
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Merging records - where are the missing fields?

    This may seem like an obvious question, but did you make sure that "Duplicate Merge" was set to enabled when you defined the field?

    It is set to disabled by default.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
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  4. #4
    callumd is offline Senior Member
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    Default Re: Merging records - where are the missing fields?

    That was it! Thank you!

    (Why on earth would Duplicate Merge on custom fields be set to Disabled by default?! Grrrrrr)

  5. #5
    jlabuelo is offline Sugar Community Member
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    Default Re: Merging records - where are the missing fields?

    Hello Angel and all

    Have a question that hope someone can give me a hand with. I have a field defined in the Accounts module called "Regions" which is a multi-Select field.

    When I have two accounts covering different Regions, and I want to merge them, I would not like only the Accounts A to be replaced by the data of Account B, but getting the Regions of Account A to be added with the Regions of Account B.

    I know how to do this in PHP, as the multiSelect field is stored in the DB as a string combining the values selected of the Multi-Select option, but dont know how to modify the "Duplicate Merge" process for accounts to get this.

    I have tried forcing the "Combine Duplicate" flag of the Regions field in the Database to true, but does not work.

    Could you or someone in the forum point me to the place I can introduce this code to combine the two lists (strings) of multiselected options picked?

    Thanks a lot in advance.

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