Question

Combining Templates

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Updated January 14, 2015

asked on April 10, 2014

I have a customer that would like to combine two templates that contain the same information other than the template names. As a first step we would merge the fields but I am not sure how we can reasign the template without loosing the metadata

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replied on April 10, 2014

I have tested this.

Ensure both templates use the same exact fields. Test with a single test document first. Change the template. All data will come over.

Backup database.

Search for all entries using an admin account that have the old template. Select all change the template to the new matching template. All data will come across. Spot check.

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replied on April 10, 2014

Thanks

I was just nervious about swithcing templates.

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replied on May 20, 2014

The customer followed the instructions for merging templates and everything worked great. Now I have an additional problem. The machines that were using the old template for column display when they selected the new columns it takes 50 seconds to load 107 documents. Machines that never had the old columns displayed work fine. I have removed the users attributes with no effect. There must be a setting some where that is still holding the old template. Need help

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replied on January 14, 2015

I believe it does kept both templates assigned. If you have workflow, you could write a workflow to unassign the old template. When I have to switch template they don't always have the same fields so I write a workflow to retrieve the field data, unassign the old template, reassign the new template and copy the metadata back into it.

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replied on April 10, 2014 • Show version history

If the two templates use the same fields then you won't loose any information when changing template names.

I use this all the time where someone fills in an initial template that just calls for 2-3 common fields then change it to a larger template that has more specific metadata information once it gets to the person or process that is actually processing the document.

An example would be a HR document. the person who scans it in would note the name/date/the fact that it's an HR doc. Then after it gets routed to the HR dept someone changes it to the appropriate needed full template and fills in the new fields.

So as long as the field names are the same you won't lose any information.

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replied on April 10, 2014

Thanks

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replied on April 17, 2014

What's happening if 2 templates have the same fields but not the same value (for the same document) ?

For exemple :

Document: "Subscription"

Field: "Name"

Template_1: "subscriber" (Name's field value "A")

Template_2: "user" (Name's field value "B")

Should i create 2 fields ("Subscriber's name" and "User's name") or is there another solution?

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replied on April 18, 2014

See the help file for the options for conflict resolution when merging fields (Step 15). You can keep the 2 fields or create a multi-value one to hold both values.

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Combining Templates

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