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Quick Fields: Need to merge two session files into one

Quick Fields
Updated June 8, 2022
asked on June 3, 2022

I have two Quick Fields sessions that have multiple document classifications.  I would like to merge them into one session file, but I cannot open multiple instances of Quick Fields in order to copy document classifications from one session to the other.  I have found that I can open a session, copy the document classification, close the session and open the target session and then paste the document classification.  This is really cumbersome, so I would really like to be able to have two instances of Quick Fields open at a time to make copying/pasting easier.  Thanks.

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Answer

SELECTED ANSWER
replied on June 3, 2022

An easier way to do this is to open the two .qfx files in an XML editor (e.g., Notepad++) and copy the XML for the document classes between the two files (look for "<DocumentClass " elements).  You could copy all of the document classes at one time, this way.

Or, if you want to keep doing the way you have been, you may be able to do it using a VM or Remote Desktop and copying between them...but that would require two licenses.

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View 1 previous reply
replied on June 3, 2022

I like the XML editor solution.  I was not aware that these were XML files.  Thanks.

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replied on June 3, 2022

One quick tip: make a copy of your .qfx file before you start editing the XML, since it's easy to mess something up and sometimes hard to fix (and those sessions contain a LOT of effort on your part).

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replied on June 6, 2022

Alternatively,  if you have Quick Fields Server set up, you can publish both sessions to the Quick Fields Server and then move document classes from one session to another via the Quick Fields Administration Console. 

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replied on June 8, 2022

Thanks for the alternate solution @████████.  I'll check it out!

 

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