Custom Fields
Flatten Custom Object fields into Contact/Matter Fields
WARNING: Many systems that support custom objects allow multiple rows in custom objects. Many systems that allow custom fields only allow one single value for each field. When you use this script, if a matter has two values set for the same custom ...
Convert Any Field into a Picklist
The following script lets you convert any field into a picklist. --This script will convert any field (usually text fields) into Picklists --and generate Picklist Options from the values. GO DECLARE @Ids Table(Id NVARCHAR(MAX)) INSERT INTO @Ids ...
Copy Calendar Entry Dates into Custom Field Values
Some systems let you create custom fields that reference a Calendar Entry. When moving custom fields into a system that does not support this, an easy workaround would be to turn these custom fields into DateTime custom fields by copying in the start ...
Convert User-Select/Contact-Select Custom Fields => Participants
Some systems do not support User-Select or Contact Select custom fields. The following query will transform User-Select fields into Matter Participants. This script can easily be adapted for Contact-Select fields. -- Transform Custom Fields on ...
Custom Fields: Creating Custom Fields via Queries
Sometimes you may need to create a new custom field to handle an unmapped column in a database. The queries below will help you do that. -- This is the ID we are giving our custom field definition. DECLARE @FieldId NVARCHAR(MAX) = 'ConNo --- CUSTOM' ...
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 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 ...
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 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 ...
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 ...
Convert a Custom Field into a Practice Area
--The system we are coming from does not have practice areas --however, the client has created a picklist custom field that mimics this. --We are going to convert this custom field into a practice area. --First, populate the practice areas table with ...