I was testing an export and re-import routine for a customer that they use to bulk update records. Although the export to csv, modification and re-import correctly updated the records, the Import Summary screen told me it had created 8 new records, when in fact it hadn't; It had merged 8 records...
Designs
Child items
...
Show closed items
Linked items
0
Link issues together to show that they're related.
Learn more.
That's a bit hard to do right now. It's a customer's system with confidential data on it. I will see if can set up a clean 8.1.0 somewhere and test it on there. As I said, it's actually working correctly in so far as the import and merge goes, it what it tells the user on-screen afterwards that is wrong.
In the csv, edit some field values in a few of those records
Import the csv, chose to Merge: I used 2 fields, the Record No. field and a Reference field, to use to determine a duplicate record.
The import completes correctly and the edited fields in the csv are updated in the correct records, but the routine shows a screen like above. The records were not "created" they were merged.
@lord_alan - I tried with (Project Tasks) which on (Task No and Related To) with Merge option selected it worked well. Is the case specific custom module and field type?
It's actually the HelpDesk module, but is modified a little with lots of custom fields and some relationships removed and/or added. But the only server-side code modification is a small addition in the SaveAjax class because we are using a UIType 70 field (Datetime) in an editable manner so I needed to handle Ajax saves in a particular way. But I don't think that would be the issue here.
FWIW it's a new customer to me and they had an old version 6 vtiger which they could no longer maintain that had been heavily modified. I have cleaned it up a LOT and migrated to version 8.1 - we are still at the testing phase right now so it's not massively urgent.
If you guys think it works properly in a standard system please ignore this for now and I will do some more investigations when I have some spare time. I can always re-open this later if it's blocking your release plans.