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Custom Affiliation API name overrides EDA Affiliation API name when Custom API name is an exact match to EDA API name #870

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jacebryan opened this issue Jul 19, 2019 · 2 comments
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accepted Internal SFDO WI has been created bug

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@jacebryan
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jacebryan commented Jul 19, 2019

  • Feature or bug?
    Feature/Enhancement

  • What is the current behavior?
    When a customer has a custom Primary Affiliation API name that matches an EDA custom Primary Affiliation API name (minus the hed namespace) the custom API is reviewed first and the EDA custom API second.

  • What is the expected behavior?
    When a customer has a custom Primary Affiliation API name that matches an EDA custom Primary Affiliation API name (minus the hed namespace) the EDA API is reviewed first and the custom API second.

  • What is the motivation / use case for changing the behavior?
    Issue was raised in Case# 23540218

Pre-Step:

  • Ensure all Primary fields on Contact are exposed

Steps to reproduce:

  1. Create a new custom field on Contact called "Primary Organization" (API name = Primary_Organization__c)
  2. Expose the new field on the HEDA Contact Page Layout
  3. Create a new custom Account Record Type on Account called "Organization Account"
  4. Create the Affiliation Mapping:
    Account Record Type = Organization Account
    Contact Primary Affl Field = Primary Organization
  5. Create a new Organization Account
  6. Create a Contact
  7. Create an Affiliation to the Organization Account created in step 5
  8. The mapping has been directed to the Primary Business Organization field on Contact rather than the Primary Organization field.

Work Around (using the example above):

  1. Edit the API name for Primary Organization and updat it to "Primary_Org__c"
  2. Follow steps 6 - 7
  3. The mapping has been directed to the Primary Organization field on Contact and NOT the Primary Business Organization field.
@jacebryan jacebryan added the enhancement Improving upon existing functionality label Jul 19, 2019
@jacebryan
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**lurch: add

@LurchTheButler
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Tracking W-034587

@robertbwatson robertbwatson added the accepted Internal SFDO WI has been created label Jul 19, 2019
@MatthewBlanski MatthewBlanski added bug and removed enhancement Improving upon existing functionality labels Sep 11, 2020
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