SQL Spreadsheets
SQL Spreadsheets: Manually Prioritizing Matters
--The following SQL will generate a list of matters and allow their priorities to easily be specified. CREATE OR ALTER FUNCTION SafeSingleLine ( @Input NVARCHAR(MAX) ) RETURNS NVARCHAR(MAX) AS BEGIN DECLARE @Ret NVARCHAR(MAX) = COALESCE(@Input, '') ...
SQL Spreadsheets: DocType Mappings
The following SQL script will generate a Google Spreadsheet that will allow users to override document category names. This is extremely helpful when merging systems. SELECT V1.Id, V1.Final_ReferenceCode as 'Old Code', V1.Final_Subject as 'Old Name', ...
SQL Spreadsheets: Cherry-Picking Custom Fields
The following SQL command will generate a Google Sheet that users can use to cherry-pick custom field definitions. SELECT '' as 'Keep? (Y)', V1.Id, V1.Final_Parent_Type, V1.Final_Kind, V1.Final_Subject, V1.Final_Description, V1.Final_Status, ...
SQL Spreadsheets: User Mappings
The following SQL script will generate a Google Spreadsheet that will allow users to override email addresses. This is extremely helpful when merging old user accounts together. SELECT V1.Id, V1.Final_FullName as 'Old User (FullName)', ...
SQL Spreadsheets: Reassigning Practice Areas
Sometimes users want to reassign practice areas as part of the data restore into a new system. The following process makes it easy. Generate the SQL Spreadsheet Run the following command then copy the results and the headers into a Google Doc. ...
SQL Spreadsheets: Cherry-Picking Records
As a general rule, we recommend that SQL scripts be used to mass-select/prune records; however, sometimes that is not possible. In these cases, we recommend having a member of the law firm complete a Google spreadsheet that clearly indicates what ...
SQL Spreadsheets: Cherry Picking Matters
The following SQL command will generate a spreadsheet that can be used to cherry-pick specific matters. CREATE OR ALTER FUNCTION SafeSingleLine ( @Input NVARCHAR(MAX) ) RETURNS NVARCHAR(MAX) AS BEGIN DECLARE @Ret NVARCHAR(MAX) = COALESCE(@Input, '') ...