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Question

Feature Request: Disable Lookup Rules Instead of Automatically Deleting Them

asked on May 4, 2017 Show version history

When attempting to import a forms process from one server to another, if the data source information doesn't match up 100% to what was on the first server, the lookup rules are automatically deleted. This is a terrible default behavior for multiple reasons. You have to take the time to manually recreate the lookup rules from the old ones. It's easy to make a mistake, especially if you have a lot of rules. The whole point of exporting a process and importing it somewhere else is to save time manually setting things up.

I found a post on Answers explaining how to work around this issue:

http://answers.laserfiche.com/questions/89648/Feature-Request--disable-Lookup-Rules#89660

However, this is merely a workaround and something like this is a problem to be fixed, not a minor annoyance. Furthermore, we have experienced all of the lookup rules being removed from a pre-existing process for some reason. It would be a huge relief and time saver for lookup rules to be simply disabled instead of removed when there is some sort of mismatch in how everything is set up.

If possible, it would be helpful to change the behavior such that rather than getting blanked out, individual fields in the lookup rules that don't match up properly are kept but marked as invalid, so that the user can see what was originally present if they want to replicate it.

Thank you

 

 

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Answer

SELECTED ANSWER
replied on May 7, 2017

Thanks for the request, I brought back to the team and we will consider pop up a dialog to allow system admin to create a new data source or match a current one in future version if the data source in the upload xml can't be found in the current Forms server.

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replied on May 8, 2017

That would be helpful for importing a new process but keep in mind the case that there is an issue with a preexisting process that causes all of the lookup rules to get deleted. It would be great to have the same popup dialog if something were to happen that would cause them to be removed.

Thanks

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