How do I make sure that a true value is kept during a merge if any record has it?


When merging records, there are cases where you want to retain a true value in a specific field if any of the duplicates contain it—regardless of what the other records say.


Example Scenario:

You have three records:

  • Record A: subscribed = false

  • Record B: subscribed = true

  • Record C: subscribed = false

When these are merged, you want the final record to have:
subscribed = true


Use the following rule to keep True value in the "Email Opt Out" and "Fax Opt Out" fields, select all fields which applicable.