Having only 1 Primary Contact [closed]

Question

I am trying to limit an Account to have only one Primary Contact (with a small twist).

What I would like to do is, If Contact A is already Primary, and a user goes in selects Contact B as Primary, then I want to have Contact B as Primary, and no longer have Contact A as Primary.

How could I go about doing that?

I have this following code:

trigger checkaccount on contact(before insert, before update){

    List<Id> accID = new List<Id>();
    for(contact c : trigger.new){
        if(c.accountId != null){
            accID.add(c.accountId);
        }
    }

    List<account> acc = [select id, (select id, Primary__c from contacts where Primary__c = true) from Account WHERE Id In: accID];
 Map<id, boolean> bool = new map<id,boolean>();
    for(account a : acc){
        bool.put(a.id, a.contacts.size()>0 ? true : false);
    }

    for(Contact c : trigger.new){
        if(bool.get(c.AccountId) == true){
            c.addError('no more primary fields');
        }
    }

}

Answer 1

I did a quick test with the assumption that all the contacts with the primary flag will be unchecked except the newly updated record with the below approach:

1. Create a flow with Type = Autolaunched Flow

   • Define two variables varAccountId and varNewContactId with input/output type = input
   • Drag and drop update record
   • Give name Update PC
   • Under Filter and Assignment section
   • Update = Contact that meets the following criteria

   • Field

   • i. AccountId equals varAccountId

   • ii. Id not equals varNewContactId
   • iii. Primary__c equals true
   • Under Update records fields with variables, constant, input or other values

   • i. Field: Primary__c value: {!$GlobalConstant.False}

     2. Set it as start element, Save the flow and activate

     3. Create a process flow with the condition Primary__c equals true and Primary__c ischanged equals true

        • a. Immediate Action
        • b. Action Type = Flows
        • c. Select the flow you defined
        • d. Under set variables section
        • i. AccountId Reference [Contact].AccountId
        • ii. Id Reference [Contact].Id
     4. Save and Activate
     5. Enjoy the coding and test class free world!