Clio Restore Enhancements: 2025-12-10

Clio Restore Enhancements: 2025-12-10

On 2025-12-10, the Universal Restore for Clio was enhanced in the following ways:
  1. The Result_Ids for "Core" custom fields (ie. "Date of Birth") were changed
  2. Universal Migrator can now push to the document's "Author" field:

Adapting to the New Custom Field Result_Id Format

To adapt to the new Result_Id format, run the following SQL command and re-inject custom field definitions

  2. UPDATE
  3. __M_CustomField_Definitions
  4. SET
  5. Result_Id = ''
  6. WHERE 1=1
  7. AND ISJSON(Result_Content) = 1
  8. AND JSON_VALUE(Result_Content, '$.Custom_Field_Id') is null


Injecting a Document's Author

In Clio, the Document Author field is a simple text field that can contain any value.  There are two ways to push data into this field.

Automatically Injecting a Document's Author using Metadata

When restoring documents and versions to Clio, the following metadata fields will be used to determine the author:
  1. Version: Final_Created_OnBehalfOf_Id
  2. Version: Final_Created_By_Id
  3. Version: Final_Updated_By_Id
  4. Document: Final_Created_OnBehalfOf_Id
  5. Document: Final_Created_By_Id
  6. Document: Final_Updated_By_Id
The first non-blank value will be treated as an ID referencing the __M_Users table.
If a record is found, regardless of whether it has been restored or not, the text from the users's Final_FullName will be placed in the Author field.
If no matching record is found, migration continues uninterrupted: the author is not changed and no error is thrown.

Manually Injecting a Document's Author using a Custom Field

First, a custom field definition with the following configuration must exist:
Parent Type: __M_Documents_Digital_Files
Subject: Author Name
Kind: TextLine

Once that custom field definition is restored, any custom field values that link a document to that field will populate the author value.

    • Related Articles

    • Restore a POSTGRES Backup

      Once someone sends you a backup created by following these instructions, you can restore it by following the steps below. Navigate to the location your TAR file is saved at. Extract the TAR File A TAR file is similar to a ZIP file. Using 7Zip, open ...

    • Restore a MSSQL BAK Backup

      To restore a MSSQL BAK database backup, do the following steps: Open Management Studio and connect to the database server. 1. Right-Click on Databases 2. Select Restore Database... In the dialog that appears: 1. Select Device 2. Click the ... button: ...

    • Restore a MSSQL BACPAC Backup

      BACPAC files are a specialized set of SQL Scripts that can be restored into Microsoft SQL Server using Management Studio. To restore a BACPAC database, do the following steps. Open Management Studio and connect to the database server. Right-click on ...

    • Universal Backup Database Enhancements: 2024-09-02

      On 2024-09-02, the Universal Backup Database was Enhanced as Follows: Added Action_Priority column to all tables Recent databases can be upgraded to the latest version by running the following script: EXEC sp_MSforeachtable ' ALTER TABLE ? ADD ...

    • Universal Backup Database Enhancements: 2025-10-24

      On 2025-10-24, the Universal Backup Database was Enhanced as Follows: Removed the Final_Extra_Content and Original_Extra_Content columns. Information that may have been stored in these columns now resides in the Source_Content columns. Recent ...