Precisely Enterworks

Hello, 

We are weighing the option of continuing to use the 'Copy a Record' function. To keep data integrity, we were wondering if anyone has any ideas or has already come up with a way to automate the clearing out of specific fields when that function is used. We know there is a way to ensure that no duplicate data is saved, but it would be helpful if we could just clear out the field itself, regardless of the value/condition of it being a duplicate. Anyone have any thoughts or suggestions? 


Thank you!

------------------------------
Brittany Adams | Data Management Steward
DAS Companies
------------------------------

Brittany,

You may want to try using the Clone record operation.  Once configured, it will not only copy the selected record, but can also copy the linked records in designated repositories.  It also allows you to specify what fields to copy or to set to specific values instead of copying from the original record.  It may help to watch the EnterWorks Tech Talk:  "BBS 105 - How to Copy Repository Records and Linked Records Using Cloning" on the eLearning Platform.

-Brian

------------------------------
Brian Zupke | Senior Technical Support Engineer
Winshuttle North America | 909-900-9179
------------------------------

Original Message:
Sent: 07-27-2022 15:18
From: Brittany Adams
Subject: Copying a Record

Hello, 

We are weighing the option of continuing to use the 'Copy a Record' function. To keep data integrity, we were wondering if anyone has any ideas or has already come up with a way to automate the clearing out of specific fields when that function is used. We know there is a way to ensure that no duplicate data is saved, but it would be helpful if we could just clear out the field itself, regardless of the value/condition of it being a duplicate. Anyone have any thoughts or suggestions? 


Thank you!

------------------------------
Brittany Adams | Data Management Steward
DAS Companies
------------------------------

Hello Brian, 

Thank you for the feedback. Is there any configuration outside of the "Configure Clone" details that needs to take place? We did not previously have the Clone function checked and the first couple of attempts have produced an 'error' job. 

Thank you, 
Brittany

------------------------------
Brittany Adams | Data Management Steward
DAS Companies
------------------------------

Original Message:
Sent: 07-30-2022 20:06
From: Brian Zupke
Subject: Copying a Record

Brittany,

You may want to try using the Clone record operation.  Once configured, it will not only copy the selected record, but can also copy the linked records in designated repositories.  It also allows you to specify what fields to copy or to set to specific values instead of copying from the original record.  It may help to watch the EnterWorks Tech Talk:  "BBS 105 - How to Copy Repository Records and Linked Records Using Cloning" on the eLearning Platform.

-Brian

------------------------------
Brian Zupke | Senior Technical Support Engineer
Winshuttle North America | 909-900-9179

Original Message:
Sent: 07-27-2022 15:18
From: Brittany Adams
Subject: Copying a Record

Hello, 

We are weighing the option of continuing to use the 'Copy a Record' function. To keep data integrity, we were wondering if anyone has any ideas or has already come up with a way to automate the clearing out of specific fields when that function is used. We know there is a way to ensure that no duplicate data is saved, but it would be helpful if we could just clear out the field itself, regardless of the value/condition of it being a duplicate. Anyone have any thoughts or suggestions? 


Thank you!

------------------------------
Brittany Adams | Data Management Steward
DAS Companies
------------------------------

Brittany,

There should be nothing else that needs to be set up for cloning.   If you are running into issues with it, I think the best action you can take is to open a support ticket and provide the details.

-Brian

------------------------------
Brian Zupke | Senior Technical Support Engineer
Winshuttle North America | 909-900-9179
------------------------------

Original Message:
Sent: 08-02-2022 08:45
From: Brittany Adams
Subject: Copying a Record

Hello Brian, 

Thank you for the feedback. Is there any configuration outside of the "Configure Clone" details that needs to take place? We did not previously have the Clone function checked and the first couple of attempts have produced an 'error' job. 

Thank you, 
Brittany

------------------------------
Brittany Adams | Data Management Steward
DAS Companies

Original Message:
Sent: 07-30-2022 20:06
From: Brian Zupke
Subject: Copying a Record

Brittany,

You may want to try using the Clone record operation.  Once configured, it will not only copy the selected record, but can also copy the linked records in designated repositories.  It also allows you to specify what fields to copy or to set to specific values instead of copying from the original record.  It may help to watch the EnterWorks Tech Talk:  "BBS 105 - How to Copy Repository Records and Linked Records Using Cloning" on the eLearning Platform.

-Brian

------------------------------
Brian Zupke | Senior Technical Support Engineer
Winshuttle North America | 909-900-9179

Original Message:
Sent: 07-27-2022 15:18
From: Brittany Adams
Subject: Copying a Record

Hello, 

We are weighing the option of continuing to use the 'Copy a Record' function. To keep data integrity, we were wondering if anyone has any ideas or has already come up with a way to automate the clearing out of specific fields when that function is used. We know there is a way to ensure that no duplicate data is saved, but it would be helpful if we could just clear out the field itself, regardless of the value/condition of it being a duplicate. Anyone have any thoughts or suggestions? 


Thank you!

------------------------------
Brittany Adams | Data Management Steward
DAS Companies
------------------------------

Brian,

Thank you again for the feedback. This is the solution we were looking for. 


Brittany

------------------------------
Brittany Adams | Data Management Steward
DAS Companies
------------------------------

Original Message:
Sent: 08-03-2022 05:37
From: Brian Zupke
Subject: Copying a Record

Brittany,

There should be nothing else that needs to be set up for cloning.   If you are running into issues with it, I think the best action you can take is to open a support ticket and provide the details.

-Brian

------------------------------
Brian Zupke | Senior Technical Support Engineer
Winshuttle North America | 909-900-9179

Original Message:
Sent: 08-02-2022 08:45
From: Brittany Adams
Subject: Copying a Record

Hello Brian, 

Thank you for the feedback. Is there any configuration outside of the "Configure Clone" details that needs to take place? We did not previously have the Clone function checked and the first couple of attempts have produced an 'error' job. 

Thank you, 
Brittany

------------------------------
Brittany Adams | Data Management Steward
DAS Companies

Original Message:
Sent: 07-30-2022 20:06
From: Brian Zupke
Subject: Copying a Record

Brittany,

You may want to try using the Clone record operation.  Once configured, it will not only copy the selected record, but can also copy the linked records in designated repositories.  It also allows you to specify what fields to copy or to set to specific values instead of copying from the original record.  It may help to watch the EnterWorks Tech Talk:  "BBS 105 - How to Copy Repository Records and Linked Records Using Cloning" on the eLearning Platform.

-Brian

------------------------------
Brian Zupke | Senior Technical Support Engineer
Winshuttle North America | 909-900-9179

Original Message:
Sent: 07-27-2022 15:18
From: Brittany Adams
Subject: Copying a Record

Hello, 

We are weighing the option of continuing to use the 'Copy a Record' function. To keep data integrity, we were wondering if anyone has any ideas or has already come up with a way to automate the clearing out of specific fields when that function is used. We know there is a way to ensure that no duplicate data is saved, but it would be helpful if we could just clear out the field itself, regardless of the value/condition of it being a duplicate. Anyone have any thoughts or suggestions? 


Thank you!

------------------------------
Brittany Adams | Data Management Steward
DAS Companies
------------------------------