I am creating a checkbox named 'Primary contact' for every contact. The logic is only one contact can be a primary contact in an account. If a new contact has updated as primary contact, then previous contacts should be unchecked from primary contact.how?

July 29, 2015
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Best Answer chosen by Runishkannaa Gounder

Runishkannaa Gounder
here is the solution .This is how I solved it.

trigger validationPrimarycontact1 on Contact (after insert,after update) {
List<Contact> acclist = new List<Contact>();
set<Id> accIdSet = new set<Id>();
Set<Id> ContactIds = new Set<Id>();
if(Trigger.IsUpdate){
for ( Contact s : trigger.new ){
        if(s.AccountId != null)
        accIdSet.add(s.AccountId);
        Contact oldcon = Trigger.oldMap.get(s.Id);
        if(oldcon.id != null)
        ContactIds.add(oldcon.id);

                                }

acclist=[select id, name,Account.name,Primary_Contact__c from Contact where AccountId IN : accIdSet AND Id NOT IN : ContactIds];

system.debug('*******Runish'+acclist);

List<Contact> conlist=new List<Contact>();
Contact c1=new Contact();
/*for ( Contact s : trigger.new ){
c1=Trigger.newMap.get(s.id);
system.debug('*******Runish'+c1.Name);
conlist.add(c1);
}*/
if(checkRecursive.runOnce()){
        for ( Contact s : Trigger.new)

             {
            if(s.Primary_Contact__c ==true)
                {
                  for(Contact a :acclist)
                      {
                         a.Primary_Contact__c =false;
                         c1=a;
                      }

                    update c1;
                }
              }
           update acclist;
                       }
     }


      ////next is trigger for after insert


        if(Trigger.isInsert){
                for ( Contact s : trigger.new ){
                        if(s.AccountId != null)
                        accIdSet.add(s.AccountId);
                        Contact oldcon = Trigger.newMap.get(s.Id);
                        if(oldcon.id != null)
                        ContactIds.add(oldcon.id);

                                                }

acclist=[select id, name,Account.name,Primary_Contact__c from Contact where AccountId IN : accIdSet AND Id NOT IN : ContactIds];

system.debug('*******Runish'+acclist);

List<Contact> conlist=new List<Contact>();
Contact c1=new Contact();

if(checkRecursive.runOnce()){
for ( Contact s : Trigger.new)
         {
            if(s.Primary_Contact__c ==true)
                {
                  for(Contact a :acclist)
                          {
                             a.Primary_Contact__c =false;
                              c1=a;
                          }
                     update c1;

        }

       }
       update acclist;
       }

        }
         }

July 30, 2015
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Rahul Sangwan7341
Hi,

For this you can write a trigger on Contact and check before insert or update if Primary checkbox is checked in new value than find all the contacts related to corresponding account to that contact and check if particular contact is true then uncheck that contact record Primary contact field and update the record.

Please Select this as Best Answer if it helps you.

July 29, 2015
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Runishkannaa Gounder
Hi,
I tried this code.But its not working.

trigger validationPrimarycontact on Contact (after insert,after update) {
List<Contact> acclist = new List<Contact>();
acclist=[select id, name,Account.name,Primary_Contact__c from Contact where Account.name='Burlington Textiles Corp of America'];
for ( Contact s : trigger.new )

         {
       // ContactIds.add(s.id);

            if(s.Primary_Contact__c ==true)
        {
          for(Contact a :acclist)
          {
                 a.Primary_Contact__c = false;
                 acclist.add(a);

          }
          update acclist;
         s.Primary_Contact__c=true;
          update s;

        }

       }
         }

July 29, 2015
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Rahul Sangwan7341
run it before update.

July 29, 2015
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Kunal01
Try out below code

trigger validationPrimarycontact on Contact (before insert,before update) {
List<Contact> acclist = new List<Contact>();
set<Id> accIdSet = new set<Id>();
for ( Contact s : trigger.new ){
   if(s.AccountId != null)
   accIdSet.add(s.AccountId);
}

for(Contact con : [select id, name,Account.name,Primary_Contact__c from Contact where AccountId IN accIdSet AND Primary_Contact__c=: true]){
   con.Primary_Contact__c = false;
   acclist.add(con);

}
update acclist;

}

Thanks,
~KR

July 29, 2015
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Runishkannaa Gounder
Hi kunal,
thanks for ur suggestion.I solved it through trigger(after insert,after update).Though your code was helpful to some extect.
Thanks,
Runish

July 30, 2015
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Kunal01
Hi Runish,

Please mark this as solved.

Thanks,
~KR

July 30, 2015
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This was selected as the best answer

vishal reddy 20
This code works for me,

trigger primCon on Contact ( before update, before insert) {
List<Id> accounts=new List<Id>();

for(contact c: Trigger.New){
if( c.AccountId!=Null)
accounts.add(c.AccountId);

}
List<contact> contacts= [select id, phone from contact WHERE Primary_contact__c= true AND AccountId IN:accounts];


for(contact c:trigger.New){
if(c.Primary_contact__c==true){
for(contact con: contacts){
con.Primary_contact__c=false;


}
update contacts;

}

}
   }

November 14, 2019
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Karan_Jain
In this code one thing is missing if i delete the primary contact than which contact id go to account primary contact field ...
so after the delete the primary contact object you have to make another primary contact object

July 28, 2021
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Karan_Jain
//TRIGGERS
trigger makeprimary on Contact (after insert , after Update , before delete )
if(trigger.isAfter){
if(trigger.isInsert){
primarycontact.checkAfterInsert(trigger.new);
}
else if(trigger.isUpdate){
primarycontact.checkAfterUpdate(trigger.new);
}
}
else if(trigger.isbefore){
if(trigger.isDelete){
        primarycontact.checkBeforeDelete(Trigger.Old);
}
}
}

//HANDLER CLASS
public class primaryContact {
public static void checkAfterInsert(List<Contact> clist){
Set<Id> sid = new Set<Id>();
String s = '';
List<Account> ac = new List<Account>();
for(Contact c : clist){
if(c.AccountId!= null){
if(c.KaranJain__Is_Primary__c == true && c.AccountId != null){
sid.add(c.AccountId);
s = c.Id;
}
}
}
List<Contact>containsIsPrimary = [select name ,id , accountId , KaranJain__Is_Primary__c from contact where KaranJain__Is_Primary__c = true AND AccountId IN:sid];

for(integer i = 0 ; i < containsIsPrimary.size() ; i++){
if(containsIsPrimary.size() >= 2 ){
if(containsIsPrimary[i].id != s){
containsIsPrimary[i].KaranJain__Is_Primary__c = false;
}
else if(containsIsPrimary[i].id == s){
ac.add(new Account(id = containsIsPrimary[i].accountId , KaranJain__Contact_Primary_Id__c = containsIsPrimary[i].id));
}
   }

else if(containsIsPrimary.size() == 1){
ac.add(new Account(id = containsIsPrimary[i].accountId , KaranJain__Contact_Primary_Id__c = containsIsPrimary[i].id));
}

}
System.debug(containsIsPrimary.size());
update containsIsPrimary ;
update ac;
}
public static void checkAfterUpdate(List<Contact> clist){
string s = '';
Set<id> sid = new Set<Id>();
for(Contact sc : clist ){
    s = sc.Id;
sid.add(sc.AccountId);
}
List<Contact>containsIsPrimary = [select name ,id , accountId , KaranJain__Is_Primary__c from contact where KaranJain__Is_Primary__c = true AND AccountId IN:sid];
List<Account> ac = new List<Account>();
   for(integer i = 0; i< containsIsPrimary.size() ; i++){
if(containsIsPrimary[i].Id != s){
containsIsPrimary[i].KaranJain__Is_Primary__c = false ;
}
else if(containsIsPrimary[i].Id== s ){
containsIsPrimary[i].KaranJain__Is_Primary__c = true;
ac.add(new Account(id = containsIsPrimary[i].accountId , KaranJain__Contact_Primary_Id__c = containsIsPrimary[i].id));
}
}
update ac;
}
public static void checkBeforeDelete(List<Contact> delclist){
   list<Account> ac = new List<Account>();
   Set<id> sid = new Set<Id>();

       for(Contact c : delclist){
   if(c.KaranJain__Is_Primary__c == true ){
    sid.add(c.AccountId);
   }
   }
List<Contact>delIsPrimary = [select name ,id , accountId , KaranJain__Is_Primary__c from contact where AccountId IN:sid AND KaranJain__Is_Primary__c = false limit 1 ];
            for(contact c : delclist){
        if(delIsPrimary.size() > 0 ){
           for(contact con : delIsPrimary){
           con.KaranJain__Is_Primary__c = true ;
       ac.add(new Account(id = con.accountId , KaranJain__Contact_Primary_Id__c = con.id));
       }
       }
else {
c.addError('Cannot delete becouse this is a last contact that is primary first you have to uncheck the primary contact field ');
}
       }

update ac;
update delIsPrimary;
}
}

TRY THIS ......!

July 28, 2021
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Karan_Jain
YOU HAVE TO CREATE A FIELD ON ACCOUNT AND IN THIS FIELD PRIMARY CONTACT ID WILL BE STORED ..

July 28, 2021
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I am creating a checkbox named 'Primary contact' for every contact. The logic is only one contact can be a primary contact in an account. If a new contact has updated as primary contact, then previous contacts should be unchecked from primary contact.how?

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