Unique Checkbox primary address examples
DM
Use these examples to understand how Network calculates primary for address updates.
Note: These examples do not include any custom logic that you can specify in the Unique Checkbox field configuration.
Network will calculate the primary for addresses that are added or updated depending on the options that you have selected for a Unique Checkbox primary address field. Any combination of the options can be selected.
Review the sections below to understand how primary is calculated when addresses are added or updated using the following actions:
- source subscriptions
- updates on the profile page
- updates in data change requests
- change request API
Each example includes a number (for example, A1, D2, and so on) in the Workflow Example column to refer to a diagram. You can refer to the diagram in the Workflows section below to see how Network decides whether a primary should be calculated based on the address and the options that are enabled for the primary field.
No options selected
If you choose not to select any of the primary options, you control which address is primary. After you define an address as the primary, the flag will not move unless you explicitly move it by submitting a change. Network will not calculate a primary if a primary is defined on a record.
Option 1 - The record DOES NOT have a primary address
When this option is selected:
- You can control what address is primary. You can define the primary on any address (active, valid, inactive, invalid, deleted, and so on).
- Network calculates primary only if a record does not have a primary defined. Only valid and active addresses are considered.
Examples
Review the examples in the table below to understand when a primary is calculated if this option is selected or not. In the examples, address1, address2, and so on represent different addresses.
These examples refer to the following diagrams in the Workflows section below:
- No source primary (A1, A2, B1, B2, C1, C2)
- One source primary only, no Network primary (G, H,)
- One source, non-matching Network primary (M, N)
- Multiple source primaries only (R, S)
- Multiple matching source and Network primaries (Y)
| In Network | Change submitted | Summary of Data | Results | Workflow Example |
|---|---|---|---|---|
| address1: primary=no value status=Active state=VALID |
address1: primary=Y status=Active state=VALID |
A1, A2 | ||
| address1: primary=no value status=Active state=VALID |
address2: primary=no value status=Active state=VALID |
address1: primary=no value status=Active state=VALID source=SAP ordinal=1 address2: primary=no value status=Active state=VALID source=SAP ordinal=2 |
address1: primary=Y status=Active state=VALID address2: primary=no value status=Active state=VALID |
A1, A2 |
| address1: primary=N status=Active state=VALID address2: primary=N status=Active state=VALID address3: primary=no value status=Active state=VALID |
address1: primary=N status=Active state=VALID address2: primary=N status=Active state=VALID address3: primary=Y status=Active state=VALID |
A1, A2 | ||
| address1: primary=N status=Active state=VALID address2: primary=N status=Active state=VALID address3: primary=no value status=Inactive state=VALID |
address1: primary=N status=Active state=VALID address2: primary=N status=Active state=VALID address3: primary=no value status=Inactive state=VALID |
A1, A2 | ||
| address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID |
address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID |
G | ||
| address1: primary=N status=Active state=VALID |
address2: primary=Y status=Active state=VALID |
address1: primary=N status=Active state=VALID address2: primary=Y status=Active state=VALID |
G | |
| address1: primary=N status=Active state=VALID address2: primary=N status=Active state=VALID |
address1: primary=Y status=Active state=VALID |
address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID |
G | |
| address1: primary=Y status=Active state=VALID |
address1: primary=N status=Active state=VALID |
address1: primary=N status=Active state=VALID |
B1, B2 | |
| address1: primary=Y status=Inactive state=VALID |
address1: primary=Y status=Inactive state=VALID |
H | ||
| address1: primary=Y status=Active state=INVALID |
address1: primary=Y status=Active state=INVALID |
H | ||
| address1: primary=Y status=Inactive state=INVALID |
address1: primary=Y status=Inactive state=INVALID |
H | ||
| address1: primary=Y status=Active state=VALID |
address1: status=Inactive |
address1: primary=Y status=Inactive state=VALID |
C1, C2 | |
| address1: primary=Y status=Active state=VALID |
address1: state=INVALID |
address1: primary=Y status=Active state=INVALID |
C1, C2 | |
| address1: primary=Y status=Active state=VALID |
address2: primary=Y status=Active state=VALID |
address2: primary=Y status=Active state=VALID |
M | |
| address1: primary=Y status=Active state=VALID |
address2: primary=Y status=Inactive state=INVALID |
address1: primary=N status=Active state=VALID address2: primary=Y status=Inactive state=INVALID |
N | |
| address1: primary=Y status=Active state=VALID address2: primary=Y status=Active state=VALID |
address1: primary=Y source=Change Request source rank=1 ordinal=1 address2: primary=Y source=Change Request source rank=1 ordinal=2 |
address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID |
R | |
| address1: primary=Y status=Inactive state=INVALID address2: primary=Y status=Inactive state=INVALID |
address1: primary=Y source=SAP source rank=1 ordinal=1 address2: primary=Y source=SAP source rank=1 ordinal=2 |
address1: primary=Y status=Inactive state=INVALID address2: primary=N status=Inactive state=INVALID |
S | |
| address1: primary=Y status=Active state=VALID address2: primary=Y status=Active state=INVALID address3: primary=Y status=I state=VALID address4: primary=Y status=I state=INVALID |
address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=INVALID address3: primary=N status=Inactive state=VALID address4: primary=N status=Inactive state=INVALID |
R | ||
| address2: primary=Y status=Active state=VALID |
address1: primary=Y status=Active state=VALID address2: primary=Y status=Active state=INVALID address3: primary=Y status=Inactive state=VALID address4: primary=Y status=Inactive state=INVALID |
address1: primary=N status=Active state=VALID address2: primary=Y status=Active state=INVALID address3: primary=N status=Inactive state=VALID address4: primary=N status=Inactive state=INVALID |
Y |
Option 2 - The status of the primary address is INACTIVE
When this option is selected:
- Network calculates primary only if the address is inactive. Only valid and active addresses are considered.
Examples
Review the examples in the table below to understand when a primary is calculated if this option is selected or not. In the examples, address1, address2, and so on represent different addresses.
These examples refer to the following diagrams in the Workflows section below:
- One source primary only, no Network primary (K, I)
- One source, non-matching Network primary (O1, P)
- Multiple source, non-matching Network primary (T, U1, V)
- Multiple matching source and Network primaries (W, X)
- One matching source and Network primary (D1, D1, E1, E2)
| In Network | Change submitted | Summary of Data | Results | Workflow Example |
|---|---|---|---|---|
| address1: primary=Y status=Inactive state=VALID |
address1: primary=N status=Inactive state=VALID |
K | ||
| address1: primary=Y status=Active state=INVALID |
address1: primary=Y status=Active state=INVALID |
I | ||
| address1: primary=Y status=Active state=VALID |
address1: status=Inactive |
address1: primary=N status=Inactive state=VALID |
F1, F2 | |
| address1: primary=Y status=Active state=VALID |
address1: primary=Y status=Inactive state=VALID |
address1: primary=Y status=Inactive state=VALID |
D1, D2 | |
| address1: primary=Y status=Inactive state=VALID address2: primary=no value status=Active state=VALID |
address1: primary=Y status=Active state=VALID address3: primary=no value status=Active state=VALID |
address1: primary=Y status=Active state=VALID address2: primary=no value status=Active state=VALID address3: primary=no value status=Active state=VALID |
E1, E2 | |
| address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID |
address3: primary=Y status=Active state=VALID address4: primary=N status=Active state=VALID |
address1: primary=N status=Active state=VALID address2: primary=N status=Active state=VALID address3: primary=Y status=Active state=VALID address4: primary=no value status=Active state=VALID |
P | |
| address1: primary=Y status=Inactive state=VALID address2: primary=N status=Active state=VALID |
address3: primary=Y status=Inactive state=VALID address4: primary=no value status=Active state=VALID |
address2: primary=N status=Active state=VALID source=SAP source rank=1 address4: primary=no value status=Active state=VALID source=MedPro source rank=2 |
address1: primary=N status=Inactive state=VALID address2: primary=Y status=Active state=VALID address3: primary=N status=Inactive state=VALID address4: primary=no value status=Active state=VALID, |
O1 |
| address1: primary=Y status=Active state=VALID |
address2: primary=Y status=Active state=VALID address3: primary=Y status=Active state=INVALID address4: primary=Y status=Inactive state=VALID address5: primary=Y status=Inactive state=INVALID |
address1: primary=N status=Active state=VALID address2: primary=Y status=Active state=VALID address3: primary=N status=Active state=INVALID address4: primary=N status=Inactive state=VALID address5: primary=N status=Inactive state=INVALID |
T | |
| address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID |
address3: primary=Y status=Inactive state=VALID address4: primary=Y status=Inactive state=VALID |
address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID address3: primary=N status=Inactive state=VALID address4: primary=N status=Inactive state=VALID |
V | |
| address1: primary=Y status=Inactive state=VALID address2: primary=N status=Active state=VALID |
address3: primary=Y status=Inactive state=VALID address4: primary=Y status=Inactive state=VALID address5: primary=no value status=Active state=VALID |
address2: primary=N status=Active state=VALID source=SAP source rank=1 address5: primary=no value status=Active state=VALID source=Concur source rank=2 |
address1: primary=Y status=Inactive state=VALID address2: primary=N status=Active state=VALID source=SAP source rank=1 address3: primary=Y status=Inactive state=VALID address4: primary=Y status=Inactive state=VALID address5: primary=no value status=Active state=VALID source=Concur source rank=2 |
U1 |
| address1: primary=Y status=Active state=VALID address2: primary=no value status=Active state=VALID |
address1: primary=Y status=Inactive state=INVALID address3: primary=Y status=Active state=INVALID address4: primary=Y status=Active state=INVALID |
address3: primary=Y status=Active state=INVALID source=SAP source rank=1 address4: primary=Y status=Active state=INVALID source=Concur source rank=2 |
address1: primary=N status=Inactive state=INVALID address2: primary=no value status=Active state=VALID address3: primary=Y status=Active state=INVALID address4: primary=N status=Active state=INVALID |
X |
| address1: primary=Y status=Active state=VALID address2: primary=no value status=Active state=VALID address3: primary=no value status=Active state=VALID |
address1: primary=Y status=Inactive state=VALID address4: primary=Y status=Inactive state=VALID address5: primary=Y status=Inactive state=VALID address6: primary=no value status=Active state=VALID |
address2: primary=no value status=Active state=VALID, source=SAP source rank=1 address3: primary=no value status=Active state=VALID source=Concur source rank=2 address6: primary=no value status=Active state=VALID source=MedPro source rank=3 |
address1: primary=N status=Inactive state=VALID address2: primary=no value status=Active state=VALID address3: primary=no value status=Active state=VALID address4: primary=N status=Inactive state=VALID address5: primary=N status=Inactive state=VALID address6: primary=no value status=Active state=VALID |
W |
Option 2.1 - The status of the primary address is INACTIVE
When this option is selected:
- Network calculates primary only if the address is inactive and there is another active address on the record. Only valid and active addresses are considered. If no other address is active, the existing primary address remain as primary.
Examples
Review the examples in the table below to understand when a primary is calculated if this option is selected or not. In the examples, address1, address2, and so on represent different addresses.
These examples refer to the following diagrams in the Workflows section below:
- One source primary only, no Network primary (K, I)
- One source, non-matching Network primary (O1, P)
- Multiple source, non-matching Network primary (T, U2, V)
- Multiple matching source and Network primaries (W, X)
- One matching source and Network primary (D1, D1, E1, E2)
| In Network | Change submitted | Summary of Data | Results | Workflow Example |
|---|---|---|---|---|
| address1: primary=Y status=Inactive state=VALID |
address1: primary=Y status=Inactive state=VALID |
K | ||
| address1: primary=Y status=Active state=INVALID |
address1: primary=Y status=Active state=INVALID |
I | ||
| address1: primary=Y status=Aactive state=VALID |
address1: status=Inactive |
address1: primary=Y status=Inactive state=VALID |
F1, F2 | |
| address1: primary=Y status=Active state=VALID |
address1: primary=Y status=Inactive state=VALID |
address1: primary=Y status=Inactive state=VALID |
D1, D2 | |
| address1: primary=Y status=Inactive state=VALID address2: primary=no value status=Active state=VALID |
address1: primary=Y status=Active state=VALID address3: primary=no value status=Active state=VALID |
address1: primary=Y status=Active state=VALID address2: primary=no value status=Active state=VALID address3: primary=no value status=Active state=VALID |
E1, E2 | |
| address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID |
address3: primary=Y status=Active state=VALID address4: primary=N status=Active state=VALID |
address1: primary=N status=Active state=VALID address2: primary=N status=Active state=VALID address3: primary=Y status=Active state=VALID address4: primary=No Value status=Active state=VALID |
P | |
| address1: primary=Y status=Inactive state=VALID address2: primary=N status=Active state=VALID |
address3: primary=Y status=Inactive state=VALID address4: primary=no value status=Active state=VALID |
address2: primary=N status=Active state=VALID source=SAP source rank=1 address4: primary=no value status=Active state=VALID source=MedPro source rank=2 |
address1: primary=N status=Inactive state=VALID address2: primary=Y status=Active state=VALID address3: primary=N status=Inactive state=VALID address4: primary=no value status=Active state=VALID, |
O1 |
| address1: primary=Y status=Active state=VALID |
address2: primary=Y status=Active state=VALID address3: primary=Y status=Active state=INVALID address4: primary=Y status=Inactive state=VALID address5: primary=Y status=Inactive state=INVALID |
address1: primary=N status=Active state=VALID address2: primary=Y status=Active state=VALID address3: primary=N status=Active state=INVALID address4: primary=N status=Inactive state=VALID address5: primary=N status=Inactive state=INVALID |
T | |
| address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID |
address3: primary=Y status=Inactive state=VALID address4: primary=Y status=Inactive state=VALID |
address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID address3: primary=N status=Inactive state=VALID address4: primary=N status=Inactive state=VALID |
V | |
| address1: primary=Y status=Inactive state=VALID address2: primary=N status=Active state=VALID |
address3: primary=Y status=Inactive state=VALID address4: primary=Y status=Inactive state=VALID address5: primary=no value status=Active state=VALID |
address2: primary=N status=Active state=VALID source=SAP source rank=1 address5: primary=no value status=Active state=VALID source=Concur source rank=2 |
address1: primary=N status=Inactive state=VALID address2: primary=Y status=Active state=VALID source=SAP source rank=1 address3: primary=N status=Inactive state=VALID address4: primary=N status=Inactive state=VALID address5: primary=no value status=Active state=VALID source=Concur source rank=2 |
U2 |
| address1: primary=Y status=Active state=VALID address2: primary=no value status=Active state=VALID |
address1: primary=Y status=Inactive state=INVALID address3: primary=Y status=Active state=INVALID address4: primary=Y status=Active state=INVALID |
address3: primary=Y status=Active state=INVALID source=SAP source rank=1 address4: primary=Y status=Active state=INVALID source=Concur source rank=2 |
address1: primary=N status=Inactive state=INVALID address2: primary=no value status=Active state=VALID address3: primary=Y status=Active state=INVALID address4: primary=N status=Active state=INVALID |
X |
| address1: primary=Y status=Active state=VALID address2: primary=no value status=Active state=VALID address3: primary=no value status=Active state=VALID |
address1: primary=Y status=Inactive state=VALID address4: primary=Y status=I state=VALID address5: primary=Y status=Inactive state=VALID address6: primary=no value status=Active state=VALID |
address2: primary=no value status=Active state=VALID, source=SAP source rank=1 address3: primary=no value status=Active state=VALID source=Concur source rank=2 address6: primary=no value status=Active state=VALID source=MedPro source rank=3 |
address1: primary=N status=Inactive state=VALID address2: primary=Y status=Active state=VALID address3: primary=no value status=Active state=VALID address4: primary=N status=Inactive state=VALID address5: primary=N status=Inactive state=VALID address6: primary=no value status=Active state=VALID |
W |
Option 3 - The record state of the primary address is INVALID or DELETED
When only this option is selected:
- Network calculates primary only if the address is invalid. Only valid and active addresses are considered.
Examples
Review the examples in the table below to understand when a primary is calculated if this option is selected or not. In the examples, address1, address2, and so on represent different addresses.
These examples refer to the following diagrams in the Workflows section below:
- One source primary only, no Network primary (J, L)
- One source, non-matching Network primary (Q)
| In Network | Change submitted | Summary of Data | Results | Workflow Example |
|---|---|---|---|---|
| address1: primary=Y status=Active state=INVALID |
address1: primary=N status=Active state=INVALID |
L | ||
| address1: primary=Y status=Inactive state=VALID |
address1: primary=Y status=Active state=VALID |
J | ||
| address1: primary=Y status=Active state=INVALID address2: primary=N status=Active state=VALID |
address3: primary=Y status=Active state=INVALID address4: primary=no value status=Active state=VALID |
address2: primary=N status=Active state=VALID source=SAP source rank=1 address4: primary=no value status=Active state=VALID source=MedPro source rank=2 |
address1: primary=N status=Active state=INVALID address2: primary=Y status=Active state=VALID address3: primary=N status=Active state=INVALID address4: primary=no value status=Active state=VALID |
Q |
Understanding how Network calculates primary for OpenData updates
Network's primary calculation when addresses are downloaded from or synced with Veeva OpenData depend on the options that you have selected for a primary address field. Any combination of options can be selected.
Review the sections below to understand how primary is calculated when addresses are added or updated using the following actions:
- Downloading records from Veeva OpenData (using OpenData subscriptions or the Ad Hoc Download or Download from OpenData buttons).
- Syncing a record with Veeva OpenData (using the Sync with OpenData button).
No options selected
If you choose not to select any of the primary options, you control which address is primary. After you define the primary, it will not move unless you explicitly move it. Network will not calculate a primary if a primary is not defined on a record.
Examples
Review the examples in the table below to understand when a primary is calculated if this option is selected or not. In the examples, address1, address2, and so on represent different addresses.
These examples refer to the following diagrams in the Workflows section below:
- Veeva OpenData Sync (A)
| Your Network instance before sync | Veeva OpenData master instance | Your Network instance after sync | Workflow Example |
|---|---|---|---|
| hcp1: John Smith address1: status=Active state=VALID address2: status=Active state=VALID |
hcp1: John Smith address1: primary=no value status=Active state=VALID address2: primary=no value status=Active state=VALID |
A | |
| hcp1: John Smith address1: primary=no value status=Active state=VALID address2: primary=no value status=Active state=VALID |
hcp1: John Smith
address3: status=Active state=VALID |
hcp1: John Smith
address1: primary=no value status=Active state=VALID address2: primary=no value status=Active state=VALID |
A |
Option 1 - The record DOES NOT have a primary address
When only this option is selected:
- You can control what address is primary. You can define the primary on any address (active, valid, inactive, invalid, deleted, and so on).
- Network calculates primary only if a record does not have a primary defined. Only valid and active addresses are considered.
Examples
Review the examples in the table below to understand when a primary is calculated if this option is selected or not. In the examples, address1, address2, and so on represent different addresses.
These examples refer to the following diagrams in the Workflows section below:
- Veeva OpenData Sync (B, C, D)
| Your Network instance before sync | Veeva OpenData master instance | Summary of data source = OpenData source rank = 1 time = 3pm |
Your Network instance after sync | Workflow Example |
|---|---|---|---|---|
| hcp1: John Smith
address1: status=Active state=VALID address2: status=Active state=VALID |
address1: status=Active state=VALID ordinal=1 address2: status=Active state=VALID ordinal=2 |
hcp1: John Smith
address1: primary=Y status=Active state=VALID address2: primary=no value status=Active state=VALID |
B | |
| hcp1: John Smith
address1: primary=Y status=Active state=VALID address2: primary=no value status=Active state=VALID |
hcp1: John Smith
address3: status=Active state=VALID |
address1: status=Active state=VALID ordinal=1 address2: status=Active state=VALID ordinal=2 address3: status=Active state=VALID ordinal=3 |
hcp1: John Smith
address1: primary=Y status=Active state=VALID address2: primary=no value status=Active state=VALID address3: primary=no value status=Active state=VALID |
B |
| hcp1: John Smith
address1: primary=N status=Active state=VALID address2: primary=N status=Active state=VALID |
hcp1: John Smith
address1: status=Inactive |
hcp1: John Smith
address1: primary=N status=Inactive state=VALID address2: primary=Y status=Active state=VALID |
B | |
| hcp1: John Smith
address1: primary=N status=Active state=VALID address2: primary=N status=Active state=VALID |
hcp1: John Smith
address1: state=INVALID |
hcp1: John Smith
address1: primary=N status=Active state=INVALID address2: primary=Y status=Active state=VALID |
B | |
| hcp1: John Smith
address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID |
hcp1: John Smith
address3: status=Active state=VALID |
hcp1: John Smith
address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID address3: primary=no value status=Active state=VALID |
C | |
| hcp1: John Smith
address1: primary=Y status=Inactive state=VALID address2: primary=N status=Active state=VALID |
hcp1: John Smith
address3: status=Active state=VALID |
hcp1: John Smith
address1: primary=Y status=Inactive state=VALID address2: primary=N status=Active state=VALID address3: primary=no value status=Active state=VALID |
D |
Option 2 - The status of the primary address is INACTIVE
When only this option is selected:
- Network calculates primary only if the address is inactive. Only valid and active addresses are considered.
Examples
Review the examples in the table below to understand when a primary is calculated if this option is selected or not. In the examples, address1, address2, and so on represent different addresses.
These examples refer to the following diagrams in the Workflows section below:
- Veeva OpenData Sync (E, F)
| Your Network instance before sync | Veeva OpenData master instance | Summary of data source = OpenData source rank = 1 time = 3pm |
Your Network instance after sync | Workflow Example |
|---|---|---|---|---|
| hcp1: John Smith
address1: primary=Y status=Inactive state=VALID address2: primary=N status=Active state=VALID |
hcp1: John Smith
address3: status=Active state=VALID |
hcp1: John Smith
address3: status=Active state=VALID |
hcp1: John Smith
address1: primary=N status=Inactive state=VALID address2: primary=Y status=Active state=VALID address3: primary=no value status=Active state=VALID |
F |
| hcp1: John Smith
address1: primary=Y status=Inactive state=VALID address2: primary=N status=Active state=VALID |
hcp1: John Smith
address1: status=Active address3: status=Active state=VALID |
hcp1: John Smith
address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID address3: primary=no value status=Active state=VALID |
E | |
| hcp1: John Smith
address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID |
hcp1: John Smith
address1: status=Inactive address3: status=Active state=VALID |
address2: status=Active state=VALID ordinal=1 address3: status=A state=VALID ordinal=2 |
hcp1: John Smith
address1: primary=N status=Inactive state=VALID address2: primary=Y status=Active state=VALID address3: primary=no value status=A state=VALID |
F |
Option 3 - The record state of the primary address is INVALID or DELETED
When only this option is selected:
- Network calculates primary only if the address is invalid. Only valid and active addresses are considered.
Examples
Review the examples in the table below to understand when a primary is calculated if this option is selected or not. In the examples, address1, address2, and so on represent different addresses.
These examples refer to the following diagrams in the Workflows section below:
- Veeva OpenData Sync (G, H)
| Your Network instance before sync | Veeva OpenData master instance | Summary of data source = OpenData source rank = 1 time = 3pm |
Your Network instance after sync | Workflow Example |
|---|---|---|---|---|
| hcp1: John Smith
address1: primary=Y status=Active state=VALID address2: primary=N status=Active state=VALID |
hcp1: John Smith
address1: status=Inactive address3: status=Active state=VALID |
hcp1: John Smith
address1: primary=Y status=Inactive state=VALID address2: primary=N status=Active state=VALID address3: primary=no value status=Active state=VALID |
G | |
| hcp1: John Smith
address1: primary=Y status=Inactive state=VALID address2: primary=N status=Active state=VALID address3: primary=no value status=Active state=VALID |
hcp1: John Smith
address1: state=INVALID address3: status=Active state=VALID |
address2:
status=Active state=VALID ordinal=1 address3: status=Active state=VALID ordinal=2 |
hcp1: John Smith
address1: primary=N status=Active state=INVALID address2: primary=Y status=Active state=VALID address3: primary=no value status=Active state=VALID |
H |
Understanding how Network calculates primary for merge and unmerge
Merge
A primary is calculated by Network if neither the merge winner nor the loser contributed a primary and the The record DOES NOT HAVE a primary address option is enabled.
If the winning record contributes a primary address, the winner's address remains primary after the merge. However, if the winner's primary is inactive/invalid and the loser contributed a primary, the loser's address becomes primary after the merge. ]If the loser's address is inactive/invalid, Network will calculate a primary from all the active and valid addresses on the merged entity.
If the winner did not contribute a primary and the loser contributed a primary, the loser's address will remain primary after the merge. However, if the loser's address is inactive/invalid, Network will calculate a primary from all the active and valid addresses on the merged entity.
Unmerge
When records are unmerged from each other, any fields that were set as primary on the original records are recovered.
A primary is calculated in the following situations:
- None of the source views contributed a primary and the following option is on: The record DOES NOT HAVE a primary address.
- An inactive address is primary in the source views and the following option is on: The status of the primary address is INACTIVE.
- An invalid address is primary in the source views and the following option is on: The status of the primary address is INVALID or DELETED.
Workflows
These workflows illustrate how Network determines if a primary should be calculated based on the addresses and the options that you have selected for the primary field. The letters in the purple circles; for example, 
, correspond to the examples in the tables above, so you can follow the decision points.
Tip: Right-click on the image to open it in a new browser tab so you can zoom in on the details.
