https://mycommunity.validity.com/t5/demandtools/how-to-merge-duplicate-record-with-filter-criteria/m-p/2461#M1356 <P>Hey&nbsp;<a href="https://mycommunity.validity.com/t5/user/viewprofilepage/user-id/2076">@Swapnil_Dethe</a>&nbsp;- I'll email you seprately to discuss this use case a bit futher. I want to make sure I'm understanding the entire situation before suggesting a solution. Thanks!</P> Mon, 09 Dec 2024 21:46:27 GMT Pugs_Validity 2024-12-09T21:46:27Z https://mycommunity.validity.com/t5/demandtools/how-to-merge-duplicate-record-with-filter-criteria/m-p/2460#M1355 <P>Hi Team,</P><OL><LI>After identifying Winner lead record, I need to merge duplicate record based on below criteria:<BR />Merge all asociated task record from duplicate lead record having record type on task as 'A' and 'B' and task status would be 'Not Started'</LI><LI>If we get multiple related task records with above criteria then keep only one record for each task from the latest created timestamp.</LI></OL><P>I could not find a way to configure this. Can anyone please guide.</P><P>Regards,<BR />Swapnil</P> Mon, 09 Dec 2024 14:48:02 GMT https://mycommunity.validity.com/t5/demandtools/how-to-merge-duplicate-record-with-filter-criteria/m-p/2460#M1355 Swapnil_Dethe 2024-12-09T14:48:02Z https://mycommunity.validity.com/t5/demandtools/how-to-merge-duplicate-record-with-filter-criteria/m-p/2461#M1356 <P>Hey&nbsp;<a href="https://mycommunity.validity.com/t5/user/viewprofilepage/user-id/2076">@Swapnil_Dethe</a>&nbsp;- I'll email you seprately to discuss this use case a bit futher. I want to make sure I'm understanding the entire situation before suggesting a solution. Thanks!</P> Mon, 09 Dec 2024 21:46:27 GMT https://mycommunity.validity.com/t5/demandtools/how-to-merge-duplicate-record-with-filter-criteria/m-p/2461#M1356 Pugs_Validity 2024-12-09T21:46:27Z