Create a "Legacy Originating Attorney" field (from __M_Matters_Participating_Entities)

Create a "Legacy Originating Attorney" field (from __M_Matters_Participating_Entities)

Most destination systems will only let you set the Originating Attorney and Responsible Attorney to an active user.  This is why user mapping is used to map inactive users from the legacy system to an active user in the new system.  But the firm may want to maintain a record of who the Originating and Responsible Attorneys were.  You can accomplish this by creating custom fields to store those names.

The script below will synthesize and populate these two custom fields.

  1. INSERT INTO __M_CustomField_Definitions (
  2. 	Id,
  3. 	Final_Subject,
  4. 	Final_Kind,	
  5. 	Final_Parent_Type
  6. ) 
  7. VALUES (
  8. 	'Legacy Originating Attorney', 
  9. 	'Legacy Originating Attorney',	
  10. 	'TextLine',		
  11. 	'__M_Matters'
  12. )

  14. INSERT INTO __M_CustomField_Values (
  15. 	Id,	
  16. 	Final_Parent_Id,
  17. 	Final_Parent_Type,	
  18. 	Final_CustomFieldDefinition_Id,		
  19. 	Final_Value
  20. )

  22. SELECT
  23.         CONCAT( V1.Final_Matter_Id, ' --- Legacy Originating Attorney --- ', V2.Id),
  24.         V1.Final_Matter_Id,
  25.         '__M_Matters', 
  26.         'Legacy Originating Attorney',
  27.         CONCAT( V2.Final_FirstName, ' ', V2.Final_LastName)
  28. FROM
  29.         __M_Matters_Participating_Entities V1,
  30.         __M_Users V2
  31. WHERE 1=1
  32.         AND V1.Final_Role = 'Originating Attorney'
  33.         AND V1.Final_Participant_Type = '__M_Users'
  34.         AND V1.Final_Participant_Id = V2.Id

    • Related Articles

    • Copy User and Contact Picklists from __M_CustomField_Definitions to __M_Matters_Participating_Entities

      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 ...

    • Create a "Legacy Matter Number" Custom Field

      Some firms rely heavily on Matter Numbers to search for a specific matter. Sometimes when they migrate to a new system it can't replicate the automatic numbering system from their old system so they want to renumber all their matters to a new scheme ...

    • Create Contact Categories from Matter Participants

      --The following script will create Contact Categories from the roles --that Contacts are linked to on Matters and then assign the contacts to those categories. GO INSERT INTO __M_Contacts_Categories ( Id, Final_Subject ) SELECT DISTINCT ...

    • Create an "Employer" Contact from a Custom Field.

      In some systems, contacts do not have an Employer relation and only have a text field that represents the employer. This script will help when moving firms into platforms that allow an actual contact to be specified for the employer. --Create Company ...

    • Copy a Custom Field into a Core Field

      Some systems don't have certain core fields and clients often create a custom field that they use instead. The following script will let you copy values from a custom field named 'Opened' into __M_Matters.Final_Date_Opened . You can adjust this ...