Copying history items between files

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Ian1
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Copying history items between files

Post by Ian1 » Tue Jan 16, 2018 9:52 pm

Hi all,
Can anyone advise me on the easiest way to copy the entire history of one file across to another please i.e. transfer from client to matter?
Many thanks

steve
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Re: Copying history items between files

Post by steve » Wed Jan 17, 2018 9:14 am

It's quite straightforward using the "CDH" (case diary history) import/export format, detailed in the Tech4 manual.

Various options to create a new matter file, or import into an existing matter file if you have the client/matter structure already created.

You can trigger the import/export either manually from the import/export program, or in bulk via linked action (+autoroutine if required) if you configure it correctly.

Let us know if you have any specific hurdles not covered by the Tech4 manual

rajeev108
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Re: Copying history items between files

Post by rajeev108 » Mon Dec 03, 2018 5:07 pm

Just experimenting with this option of exporting case history from one case to another which are in different case type.

I created the import and export data templates as case/diary/history. In the export template I have just one field, the case number where I want to export the history to. I give the field the CDH tag of case.key. In the import template I just have one field case.key with CDH tag of case.key. I gave it User Defs that "Always Use As Case Number" and TEST,CaseExists=No,IgnoreCase to ensure that it only updates the existing case.

I ran my export routine. It produced the XML and document files,

Code: Select all

 <?xml version="1.0" encoding="ISO-8859-1" ?> 
- <ProgressXMLExport xmlns:dt="urn:schemas-microsoft-com:datatypes" Tables="Case" Query="">
- <__CaseParameters>
  <_DateProduced>03/12/18 15:51:54</_DateProduced> 
  <_ProducedBy>381</_ProducedBy> 
  <_CaseNo>111111</_CaseNo> 
  <_CaseType>56</_CaseType> 
  <_Document>07605945.DOC</_Document> 
  <_Document>07605946.HTML</_Document> 
  <_Document>07605945.DOC</_Document> 
  <_Document>07605958.DOC</_Document> 
  <_Document>07605959.DOC</_Document> 
  <_Document>07605964.pdf</_Document> 
  <_Document>07605978.HTML</_Document> 
  <_Document>07605964.pdf</_Document> 
  <_Document>07606959.DOC</_Document> 
  <_Document>07606960.pdf</_Document> 
  <_Document>07607010.HTML</_Document> 
  <_Document>07606960.pdf</_Document> 
  </__CaseParameters>
- <case_details>
- <CaseField Name="case.key">
- <![CDATA[ 222222.001
  ]]> 
  </CaseField>
  </case_details>
- <History>
  <__Record /> 
- <history.case_no>
- <![CDATA[ 111111
  ]]> 
  </history.case_no>
- <history.created_date>
- <![CDATA[ 03/12/18
  ]]> 
  </history.created_date>
- <history.details>
- <![CDATA[ My Test Quotation
  ]]> 
  </history.details>
- <history.handler>
- <![CDATA[ zzzjohn
  ]]> 
  
It all looks good.

I went to my import routine and selected the XML file generated above to run the import manually. However it seems to update the case 111111 from where I exported rather than into 222222.001 Can someone please shed a light as to where I am going wrong. The update file generated says.

Code: Select all

Old Case Num 111111                                                            
Old Case Num 222222.001                                                         
Case Imported 111111   
         
Regards
Rajeev

steve
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Re: Copying history items between files

Post by steve » Mon Dec 03, 2018 5:23 pm

could you try calling your destination caseref something other than case.key in the export template?

so in the 'source' case, you have a field called e.g. 'Destination caseref.Text' containing the value 222222.001

In your export template you just export the one field {destination caseref}. Leave the CDH tag and Details untouched.

in your IMPORT job, add just one field:
case.key
change the CDH tag for this to be Destination caseref.Text
and in the extra details "Always Use As Case Number"

Can you try this?

rajeev108
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Re: Copying history items between files

Post by rajeev108 » Mon Dec 03, 2018 5:54 pm

Hi Steve,

I did what you said. It updated 222222.001 rather than 111111 correctly. However it did not import any documents in the history. I had run manual import with file pointing to the XML file and all the documents to be imported were in the same directory from successful export.

Incidentally the export says 'Export Documents' whilst the import has nothing checked.
Regards
Rajeev

rajeev108
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Re: Copying history items between files

Post by rajeev108 » Tue Dec 04, 2018 3:46 am

Just for record it worked by clicking the 'Override standard CDH History/Document Behaviour" in import.
Regards
Rajeev

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