Merge records: Multiple selected from from a list

[george-neha]

In the notes/tasks entity, multiple children/teams involved/groups can be tagged to a note/task. While merging such records, the children/team involved/groups should be available as specified in the preview column. The user should also be able to choose additional values from the list.

Scenario 1:
Record 1 has child A, B, C
Record 2 has child B, C, D, and E.

The user should be able to manually select the tagged children/team involved/groups to move to the merged record.

Merged Record: Child A, B, C, D, E

Scenario 2:

Record 1 has child A, B, C
Record 2 has child B, C, D, and E.
Merged Record: Child A, B, C, F and G

[Abhinegi2]

@george-neha, I have a few questions:

1. Since we already implemented multi-select for the entityType field in Merge two records into a single record #2855, I believe both scenarios mentioned above are covered there. Could you please verify and test this?

2. For child entities that have related entity tabs like Education, Attendance, and Notes, I don’t think we’ve addressed how the merge functionality will work for them in this issue and also in our first version. Do we already have a sub-issue for that? If not, how do we plan to handle their representation in the merge preview dialog?

Let me know your thoughts, and we can connect to discuss this further.

[george-neha]

During the multi-selection of beneficiaries in the notes entity, when a value is de-selected from records A or B, the other selected values are deleted.

20250306-1233-51.1327477.mp4

[sleidig]

when manually changing a field in the preview column, the record A / B radiobutton or checkbox should probably get unselected automatically

[sleidig]

Shouldn't fields without / empty values be hidden? For some dataTypes this doesn't seem to work yet (e.g. expecting Notes, RelatedRecords, Groups to be hidden):