Bhuvarahan / npsp

Automatically exported from code.google.com/p/npsp
0 stars 0 forks source link

"Create New" sidebar component creates multiple Contacts under 1to1 Account #145

Closed GoogleCodeExporter closed 8 years ago

GoogleCodeExporter commented 8 years ago
There is default Salesforce behavior that uses the "scope" of the Contact 
being viewed to pre-fill out the Account field on a new Contact when using 
the "Create New" sidebar component.  In the NPSP this results in a second 
Contact being attached to an existing 1to1 Account.

Reproducing steps:
-- View a particular Contact record page
-- Click "Create New ... Contact" from the "Create New...." dropdown sidebar
component
-- Notice that the Account field is pre-populated with the Account for the
existing Contact record.

Original issue reported on code.google.com by jerheff on 24 Nov 2009 at 1:46

GoogleCodeExporter commented 8 years ago
This is standard salesforce functionality. We used to override it, but it 
caused more harm than good.

Original comment by gok...@gmail.com on 24 Nov 2009 at 3:09

GoogleCodeExporter commented 8 years ago
I'm curious how it was overridden before.  Conceptually I pictured it as a 
trigger on
Contact insert/update which would:
-- check if the Account is 1to1
-- pull in the other Contacts
-- if more than one Contact exists for the 1to1 Account create a new Account 
for the
triggering Contact record

Original comment by jerheff on 24 Nov 2009 at 4:17

GoogleCodeExporter commented 8 years ago
when implementing the one2one, i get rid of the create new on the sidebar and 
create
a link that 'creates new contact'
it's a clutch, but it works

Original comment by hfa...@gmail.com on 17 Jan 2010 at 9:08

GoogleCodeExporter commented 8 years ago
it used to strip the contactId value out of the URL. This caused more problems 
that it solved.

I think the fix is to never allow a contact to be created in an org that has a 
contact in it already. This may be 
challenging to make bulk safe. See Issue 132

Original comment by gok...@gmail.com on 18 Jan 2010 at 4:18

GoogleCodeExporter commented 8 years ago

Original comment by gok...@gmail.com on 13 Apr 2010 at 9:07

GoogleCodeExporter commented 8 years ago

Original comment by gok...@gmail.com on 27 Oct 2010 at 6:32

GoogleCodeExporter commented 8 years ago
looks like this fix also fixed the cloning issue. when you clone a contact, it 
will now automatically create the correct new 1-2-1 account.
thanks Steve!

Original comment by hfa...@gmail.com on 2 Nov 2011 at 4:29