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Merge records: file attachments #2856

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george-neha opened this issue Feb 14, 2025 · 0 comments
Open

Merge records: file attachments #2856

george-neha opened this issue Feb 14, 2025 · 0 comments
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Type: Feature new user-facing feature

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@george-neha
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george-neha commented Feb 14, 2025

As a user/Social Worker (SW), I want to merge two similar records in an entity into one to avoid duplicates and ensure consistency and accuracy.

If any attachments or documents are linked to the records, I should be able to select and retain the attachments/documents to the merged record. All the attachments available in particular record should be available in the merged record.

Exception: In the case of children's profiles, the two selected records for merging can have different attached photos. The user should be allowed to select any of the attached photos to merge the records.

@george-neha george-neha added the Type: Feature new user-facing feature label Feb 14, 2025
@github-project-automation github-project-automation bot moved this to Triage / Analysis in All Tasks & Issues Feb 14, 2025
@sleidig sleidig changed the title Marge records: attaching documents Merge records: file attachments Feb 18, 2025
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Labels
Type: Feature new user-facing feature
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Status: Triage / Analysis
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