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merge two records and their relationships in cascade

Question asked by jlabuelo on Sep 8, 2017
Latest reply on Sep 12, 2017 by Harald Kuske

Hello all

I would like to know if it is possible to perform a "Cascade merge". Let me explain it. I have two records A, and B of a custom Module called "Partners". "Partners Module" is related also with other default modules (Contacts, Calls, Meetings...) and also other custom modules we created ( ModuleC, ModuleD, ModuleE...)

When we have this two records A, and B of Module "Parters" and I would like to perform a merge between them (leaving A, as the master record, and B the one to merge and delete). Would it be possible to get all the records of the related modules to Partners (custom and default)... calls, contacts, moduleC1, moduleD2.... that are related to Partner_B record to be automaticall related to the Partner_A record I would like to stay in the system.

The way we are doing this now, is that we perform the merge between A and B, but then we must go to the DB and run some SQL to "move" records from Partner_B to Partner_A. Is there any way to get this achieved by SugarCRM automatically?

 

We are using SugarCRM CE 6.5.

 

Thanks a lot in advance!!

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