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Merge pull request #889 from bcgov/feature-ALR-667
ALR-667
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...source/core/main/default/objects/Contact/fields/Bypass_Duplicates_Check__c.field-meta.xml
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<?xml version="1.0" encoding="UTF-8"?> | ||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata"> | ||
<fullName>Bypass_Duplicates_Check__c</fullName> | ||
<defaultValue>false</defaultValue> | ||
<externalId>false</externalId> | ||
<label>Bypass Duplicates Check</label> | ||
<trackFeedHistory>false</trackFeedHistory> | ||
<trackHistory>false</trackHistory> | ||
<type>Checkbox</type> | ||
</CustomField> |
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src/main/default/duplicateRules/Contact.Contact_Duplicate_Rule.duplicateRule-meta.xml
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<?xml version="1.0" encoding="UTF-8"?> | ||
<DuplicateRule xmlns="http://soap.sforce.com/2006/04/metadata" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> | ||
<actionOnInsert>Allow</actionOnInsert> | ||
<actionOnUpdate>Allow</actionOnUpdate> | ||
<alertText>A Contact already exists with this information. Click Save to continue or cancel to abandon your changes</alertText> | ||
<description xsi:nil="true"/> | ||
<duplicateRuleFilter> | ||
<booleanFilter xsi:nil="true"/> | ||
<duplicateRuleFilterItems> | ||
<field>Bypass_Duplicates_Check__c</field> | ||
<operation>equals</operation> | ||
<value>false</value> | ||
<sortOrder>1</sortOrder> | ||
<table>Contact</table> | ||
</duplicateRuleFilterItems> | ||
</duplicateRuleFilter> | ||
<duplicateRuleMatchRules> | ||
<matchRuleSObjectType>Contact</matchRuleSObjectType> | ||
<matchingRule>Contact_Matching_Rule</matchingRule> | ||
<objectMapping xsi:nil="true"/> | ||
</duplicateRuleMatchRules> | ||
<isActive>true</isActive> | ||
<masterLabel>Contact_Duplicate_Rule</masterLabel> | ||
<operationsOnInsert>Alert</operationsOnInsert> | ||
<operationsOnInsert>Report</operationsOnInsert> | ||
<operationsOnUpdate>Alert</operationsOnUpdate> | ||
<operationsOnUpdate>Report</operationsOnUpdate> | ||
<securityOption>BypassSharingRules</securityOption> | ||
<sortOrder>3</sortOrder> | ||
</DuplicateRule> |
34 changes: 34 additions & 0 deletions
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src/main/default/matchingRules/Contact.matchingRule-meta.xml
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<?xml version="1.0" encoding="UTF-8"?> | ||
<MatchingRules xmlns="http://soap.sforce.com/2006/04/metadata"> | ||
<matchingRules> | ||
<fullName>Contact_Matching_Rule</fullName> | ||
<booleanFilter>(1 AND 5 AND 2) OR (1 AND 5 AND 3) OR (1 AND 5 AND 4)</booleanFilter> | ||
<label>Contact_Matching_Rule</label> | ||
<matchingRuleItems> | ||
<blankValueBehavior>NullNotAllowed</blankValueBehavior> | ||
<fieldName>LastName</fieldName> | ||
<matchingMethod>Exact</matchingMethod> | ||
</matchingRuleItems> | ||
<matchingRuleItems> | ||
<blankValueBehavior>MatchBlanks</blankValueBehavior> | ||
<fieldName>Email</fieldName> | ||
<matchingMethod>Exact</matchingMethod> | ||
</matchingRuleItems> | ||
<matchingRuleItems> | ||
<blankValueBehavior>MatchBlanks</blankValueBehavior> | ||
<fieldName>MobilePhone</fieldName> | ||
<matchingMethod>Exact</matchingMethod> | ||
</matchingRuleItems> | ||
<matchingRuleItems> | ||
<blankValueBehavior>MatchBlanks</blankValueBehavior> | ||
<fieldName>Phone</fieldName> | ||
<matchingMethod>Exact</matchingMethod> | ||
</matchingRuleItems> | ||
<matchingRuleItems> | ||
<blankValueBehavior>NullNotAllowed</blankValueBehavior> | ||
<fieldName>FirstName</fieldName> | ||
<matchingMethod>FirstName</matchingMethod> | ||
</matchingRuleItems> | ||
<ruleStatus>Active</ruleStatus> | ||
</matchingRules> | ||
</MatchingRules> |
8 changes: 8 additions & 0 deletions
8
...bjects/AccountContactRelation/validationRules/CheckPrimaryContact.validationRule-meta.xml
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<?xml version="1.0" encoding="UTF-8"?> | ||
<ValidationRule xmlns="http://soap.sforce.com/2006/04/metadata"> | ||
<fullName>CheckPrimaryContact</fullName> | ||
<active>true</active> | ||
<errorConditionFormula>AND( NOT( $Permission.EHISBypassValidationRuleCustomPermission ),IsActive = False, | ||
PrimaryContact__c = True )</errorConditionFormula> | ||
<errorMessage>Primary Contact must be active, please select Active or uncheck this contact as Primary.</errorMessage> | ||
</ValidationRule> |
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|
@@ -3,7 +3,7 @@ | |
<active>false</active> | ||
<assignmentRulesUsed>false</assignmentRulesUsed> | ||
<deletedOnSuccess>false</deletedOnSuccess> | ||
<errorIgnored>false</errorIgnored> | ||
<errorIgnored>true</errorIgnored> | ||
<expectedInputJson>{ | ||
"ContextId" : "001Aq00000Nl1hsIAB", | ||
"omniscriptId" : "0jNAq000000Mul7MAC", | ||
|
@@ -49,7 +49,7 @@ | |
<fieldLevelSecurityEnabled>false</fieldLevelSecurityEnabled> | ||
<inputType>JSON</inputType> | ||
<name>DRCreateAccountContactRelation</name> | ||
<nullInputsIncludedInOutput>false</nullInputsIncludedInOutput> | ||
<nullInputsIncludedInOutput>true</nullInputsIncludedInOutput> | ||
<omniDataTransformItem> | ||
<disabled>true</disabled> | ||
<filterGroup>0.0</filterGroup> | ||
|
@@ -248,6 +248,20 @@ | |
<requiredForUpsert>false</requiredForUpsert> | ||
<upsertKey>false</upsertKey> | ||
</omniDataTransformItem> | ||
<omniDataTransformItem> | ||
<defaultValue>false</defaultValue> | ||
<disabled>false</disabled> | ||
<filterGroup>0.0</filterGroup> | ||
<globalKey>DRCreateAccountContactRelationCustom5732</globalKey> | ||
<inputObjectQuerySequence>0.0</inputObjectQuerySequence> | ||
<linkedObjectSequence>0.0</linkedObjectSequence> | ||
<name>DRCreateAccountContactRelation</name> | ||
<outputCreationSequence>1.0</outputCreationSequence> | ||
<outputFieldName>Bypass_Duplicates_Check__c</outputFieldName> | ||
<outputObjectName>Contact</outputObjectName> | ||
<requiredForUpsert>false</requiredForUpsert> | ||
<upsertKey>false</upsertKey> | ||
</omniDataTransformItem> | ||
<omniDataTransformItem> | ||
<disabled>false</disabled> | ||
<filterGroup>0.0</filterGroup> | ||
|
@@ -272,7 +286,7 @@ | |
"sId" : "0jNAq000000Mul7MAC", | ||
"theme" : "lightning", | ||
"subType" : "AccountContactRelation", | ||
"timeStamp" : "2024-05-22T08:48:19.416Z", | ||
"timeStamp" : "2024-05-22T09:26:59.437Z", | ||
"userProfile" : "System Administrator", | ||
"userTimeZoneName" : "Asia/Kolkata", | ||
"userTimeZone" : "330", | ||
|
@@ -283,28 +297,31 @@ | |
"localTimeZoneName" : "Asia/Calcutta", | ||
"Error" : null, | ||
"Create ACR" : { | ||
"Contact" : "Existing Contact" | ||
"Contact" : "New Contact" | ||
}, | ||
"AccountId" : "001Aq00000Nl1hsIAB", | ||
"Contact Details" : { | ||
"Block1" : { | ||
"TypeAhead1-Block" : { | ||
"TypeAhead1" : "keerthana sri", | ||
"Name" : "keerthana sri", | ||
"Id" : "003Aq00000PN4HXIA1" | ||
} | ||
"Block1" : null, | ||
"Block4" : { | ||
"Salutation" : "Mr.", | ||
"FirstName" : "kumar", | ||
"LastName" : "Kangan", | ||
"Phone" : "1234567890", | ||
"Mobile" : "0987654321", | ||
"Email" : "[email protected]" | ||
}, | ||
"Block4" : null, | ||
"Roles" : "Main Site Manager;General manager;Administrative Personnel;Registrant Secondary Contact;Nurse / Care Manager", | ||
"Roles3" : "Secondary Site Manager;Director of Wellness;Director;CEO", | ||
"Roles" : "Main Site Manager;General manager", | ||
"Roles3" : "Secondary Site Manager;Assistant manager;Registrant Main Contact", | ||
"Active" : true, | ||
"Primary Contact" : true, | ||
"AccountName" : "Residence 2" | ||
} | ||
}, | ||
"DRId_Contact" : "003Aq00000TakYLIAZ", | ||
"DRId_AccountContactRelation" : "07kAq00000Ao0K1IAJ" | ||
}</previewJsonData> | ||
<processSuperBulk>false</processSuperBulk> | ||
<responseCacheTtlMinutes>0.0</responseCacheTtlMinutes> | ||
<rollbackOnError>true</rollbackOnError> | ||
<rollbackOnError>false</rollbackOnError> | ||
<sourceObject>json</sourceObject> | ||
<sourceObjectDefault>false</sourceObjectDefault> | ||
<synchronousProcessThreshold>0.0</synchronousProcessThreshold> | ||
|
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