Introduction-
In this blog we will understand the Trigger and Action available for Merge Action in Power automate (Cloud Flow).
Problem Statement:
1) We want to update a field once the Merge is performed on two records.
2) We want to merge 2 records using flow.
Solution:
For the first statement, we will be triggering a flow on Merge Action.
The output of the trigger is a JSON body that needs to be parsed, below is the schema.
{"type": "object",
"properties": {
"InputParameters": {
"type": "object",
"properties": {
"Target": {
"type": "object",
"properties": {
"Id": { "type": "string"},
"LogicalName": { "type": "string"},
"Name": {},
"KeyAttributes": { "type": "array" },
"RowVersion": {}}},
"SubordinateId": {"type": "string" },
"PerformParentingChecks": { "type": "boolean" },
"x-ms-app-name": { "type": "string" } } },
"OutputParameters": { "type": "object",
"properties": {} },
"ItemInternalId": { "type": "string" },
"SdkMessage": { "type": "string" },
"RunAsSystemUserId": { "type": "string" } }}
The parsed output will provide the Target Id and the Subordinate ID.
Target/ Id - is the master record and Subordinate is the record that was merged and set to Inactive.
For the second problem statement, we need to merge 2 records.
We perform an unbound action Merge
Subordinate Id- the record to be merged.
UpdateContent- additional entity attributes to be set during the merge operation for accounts, contacts, or leads. This property is not applied when merging incidents.
Perform Parenting Checks- a value (Yes/ No) that indicates whether to check if the parent information is different for the two entity records.
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