neat idea down the road

jjjj12212

Hi Everyone,

a admin may add a field which will be a text data then a week or two I find out that the text they are entering in that field are text which could've been commondata.

so what my admin have to do currently is rename the field, disable it, create a new select field, and enter the commondata.

Now a week or two already past so we may have 5-50 companies modified on the text field he disabled so he has to re-key it all on the new field.. then yell at me since I know more than him with your CRM.

Now if I have done something like that, I would go to the DB, change the field properties, add the keys, done.

the unfortunate part is that my Admins (when I say admins, I mean CRM admins) are people that are higher up in the company, but have (or show) very little knowledge on how to operate a computer....properly :P

What I am trying to say is that I would like to see some sort of converter where can convert some fields to certain datatypes so there is very little or no need to go to the DB backend to make changes.

Thanks,

jjjj12212

PS. don't tell my superiors I said this :P

ajb

Hi,

Yes it would be nice, but with a little of programming skills and EPESI knowledge you could use EPESI shell (in /admin tools) to run such code:



$rs = new RBO_RecordsetAccessor('company');

// get all records where field is not empty

$records = $rs->get_records(array('!field' => ''));

foreach ($records as $r) {

  // you can apply some value conversion like strtolower

  $r->new_field = strtolower($r->field);

  $r->save();

}

But you have to create commondata "new_field" before running this code.

But better is to use similar code to create commondata values and apply conversion.
Here is step by step instruction for "company" recordset and a text field labelled "Test Field". We'll create commondata array named MyValues.
0. Backup everything 😉
1. Go into Administrator Panel -> RecordBrowser -> set "Test Field" length to 128 characters. (it's required length for the commondata)
2. Run such code in EPESI shell to convert values and create array with values.



$rs = new RBO_RecordsetAccessor('company');

// get all records where field is not empty

$records = $rs->get_records(array('!test_field' => ''));

$values = array();

foreach ($records as $r) {

  $key = strtolower($r->test_field);

  $values[$key] = $r->test_field;

  $r->test_field = $key;

  $r->save();

}

Utils_CommonDataCommon::new_array('MyValues', $values);

// change field type

DB::Execute("UPDATE company_field SET type='commondata',param='MyValues' WHERE field='Test Field'");

3. Now you can go into RecordBrowser admin again and edit your converted field properties - now it's commondata.
That's it.

Regards,
Adam

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