skolakan / npsp

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Bug: "Work Phone" gets overridden on new Contact save #341

Closed GoogleCodeExporter closed 8 years ago

GoogleCodeExporter commented 8 years ago
What steps will reproduce the problem?
1. Install Contacts & Organizations, making sure that the phone-related 
workflow rules are on.
2. Set up a Contact page layout exposing Phone, Work Phone, and Preferred Phone 
are visible.
3. Create an Organization with a phone number (A)
4. Click "New Contact" on the Contact related list. A new edit page opens up, 
with Phone pre-filled from the organization (A).
5. Type a new phone number in the Work Phone field (B) and choose Work as the 
preferred phone number.
6. Save

What is the expected output? What do you see instead?

Expected:  Work Phone & Phone are both set to "B"
What I see: Work Phone & Phone are both set to "A"

What version of the packages are you using?
2.1.2

Please provide any additional information below.

Original issue reported on code.google.com by benj.k...@gmail.com on 10 Jul 2012 at 7:31

GoogleCodeExporter commented 8 years ago
This is a known issue and one that's actually native to the platform, 
unfortunately there's not much we can do about it. 

Original comment by kbro...@gmail.com on 12 Jul 2012 at 3:38

GoogleCodeExporter commented 8 years ago
Thanks for the update.  Has this been submitted to SFDC as a known issue (so 
that I can track its progress and eventual resolution, I hope, on the known 
issues site), or would be helpful to submit it?

Original comment by benj.k...@gmail.com on 12 Jul 2012 at 7:35

GoogleCodeExporter commented 8 years ago
Its not considered an issue, its working as desgined. It harkens back to SFDCs 
sales roots, the assumption that the main Account phone would be the same as 
the work phone.  Not even something you can override in code!

Original comment by kbro...@gmail.com on 13 Jul 2012 at 1:46

GoogleCodeExporter commented 8 years ago
I've been playing around with this a bit more, and I think that the behavior is 
actually being caused by this workflow rule: "Phone only: Paste to Work"

When I turn it off, the Account Phone is just saved as "Phone," but not carried 
into Work Phone, and it doesn't enter overwrite data I've entered so that I 
lose it.

I've run out of time today, but I'm working on playing with this logic to 
handle this situation, and I'll report back.

Original comment by bk...@healthleadsusa.org on 13 Jul 2012 at 8:38

GoogleCodeExporter commented 8 years ago
Hi Kevin,

I was able to make a work-around for this using a custom List Button to replace 
the "New Contact" button.  I understand that this probably won't make it into 
the NPSP, but am leaving it hear in case others have a similar problem and find 
this solution:

/003/e?accid={!Account.Id}&con10=""&00NA0000008BdFV={!Account.Phone}&00NA0000008
BdFN="Work"

Original comment by bk...@healthleadsusa.org on 23 Jul 2012 at 2:49