Originally apart of this thread.
Would it be possible to raise, or flag, duplicate contacts for correction using a custom transition & tasks?
Looking at the death reporting functionality CHT provides, we’ve seen it’s possible for a app report to affect a contact record.
We’re hoping we could write a custom transition that checks it’s immediate siblings for a possible match. If the record is deemed as too similar, we’d like to append a rectify=true field to the record.
After syncing, a task watching for that property would then trigger and highlight the item needing attention.
The edit form of that contact, will then clear that rectify field value that was appended to the record by the transition.
I believe sentinel transitions run in series, and since this could be expensive, it would need to be placed last?
Having the task open the contact form does not load it’s previous information. I’ve tried to provide the information via the modifyContent function, however, it does not seem to set the ID to the original contact. Which does not update the original record. Is there a way to do this?
Saving the edit contact form that was opened via the task creates a report, is there any way to suppress this?