Some systems do not support custom fields that are User/Contact Picklist but they do support participants.
Use this script to copy custom field values/definitions into the Matter Participants table.
- --We need to copy some records from custom fields into matter participants.
- INSERT INTO __M_Matters_Participating_Entities (
- Id,
- Final_Matter_Id,
- Final_Participant_Type,
- Final_Participant_Id,
- Final_Role
- )
- SELECT
- CONCAT(V1.Id, V2.Id),
- V2.Final_Parent_Id,
- V1.Final_Kind,
- V2.Final_Value,
- V1.Final_Subject
- FROM
- __M_CustomField_Definitions V1,
- __M_CustomField_Values V2
- WHERE 1=1
- --Do the conversion for custom fields that are Contact or User picklists
- --If you only want Users, then adjust the following.
- AND V1.Final_Kind IN ('__M_Contacts', '__M_Users')
- --And extend the Matters table.
- AND V1.Final_Parent_Type IN ('__M_Matters')
- AND V2.Final_CustomFieldDefinition_Id = V1.Id