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Functionality to Merge records
Say I have master record A and master record B (maybe two records representing entries for two Companies). Below that I have different detail records (maybe one for Invoices, one for Orders, one for Employees, etc). As part of a data cleaning exercise I discover that in fact Company A and Company B are the same Company. Now I want to merge these into one Company. Today, this is quite a lot of manual work.

A Merge function might work like this:
- While VIEWing record A press on MERGE
- From all other records in that table select record B
- Display all editable fields for A and B side by side, highlighting ones which are the same and ones which are different
- Provide tickbox to decide whether the remaining record (A) will keep it's existing data or take the data from B
- Press Save and make sure that any validation rules are observed
- transfer all data at Record level from B to A
- for all detail/child records of B, replace the reference to B by a reference to A (this is the big win)
ID
1003
Category
User Experience
Author

Philipp Matuschka
Date Created
4/23/2016 11:35:24 AM
Date Updated
4/23/2016 11:35:24 AM
Status
New Idea
Score
10
Promoted By
Philipp Matuschka
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