Create Contact Categories from Matter Participants

Create Contact Categories from Matter Participants



  2. --The following script will create Contact Categories from the roles
  3. --that Contacts are linked to on Matters and then assign the contacts to those categories.
  4. GO

  6. INSERT INTO __M_Contacts_Categories (
  7. Id, 
  8. Final_Subject
  9. )
  10. SELECT DISTINCT
  11. CONCAT('SYNTHESIZED --- ', Final_Participant_Role),
  12. Final_Participant_Role
  13. FROM
  14. __M_Matters_Participating_Entities
  15. WHERE 1=1
  16. AND Final_Participant_Type = '__M_Contacts'

  18. INSERT INTO __M_Contacts_Categories_Participating_Entities(
  19. Id,
  20. Final_ContactCategory_Id, 
  21. Final_Participant_Id, 
  22. Final_Participant_Type
  23. )
  24. SELECT DISTINCT
  25. CONCAT('SYNTHESIZED --- ', Final_Participant_Role, ' --- ', Final_Participant_Id),
  26. CONCAT('SYNTHESIZED --- ', Final_Participant_Role),
  27. Final_Participant_Id,
  28. Final_Participant_Type
  29. FROM
  30. __M_Matters_Participating_Entities
  31. WHERE 1=1
  32. AND Final_Participant_Type = '__M_Contacts'

  34. GO