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Any way to export or save custom defined fields?

New Member
Posts: 2
Country: United States

Any way to export or save custom defined fields?

We have a database where a user made changes to a layout and added some custom defined fields.  Tons of them in fact and it took quite a long time. My question is can we somehow export/save this set of custom defined fields so we can put them into another database rather than recreating them?

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Any way to export or save custom defined fields?

File | Save Copy As | Save Empty Copy.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: United States

Re: Any way to export or save custom defined fields?

What if I wanted to bring those custom defined fields into an existing database?  Is it possible to do that, to save off those custom fields to a file or something?
Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Any way to export or save custom defined fields?

That can't be done but you could create the empty database and then import the other database into the empty copy. Be sure to export the user records from the old database first and create the user accounts in the new database before doing the import.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Silver Elite Contributor
Posts: 3,336
Country: United_Kingdom

Re: Any way to export or save custom defined fields?

I haven't tried it but there's an add-on that allows you to predefine a bunch of fields in Excel then set them up in one go.

 

http://www.actaddons.com/products/2005/batchfield.asp

 

You might be able to run an export of the fields from you old database, then use this add-on to shoot the fields into the new one. You can copy the layout file over, but I suspect the new data fields won't match up automatically - you would have to do this manually.

 

Just thought of another possible solution. Flag all the records in your new database so you can find them again (e.g. use Edit > Replace to put a word like "NEW" in an unused field such as User 1), then import them into the old database which has all the custom fields. Then create a copy of the old database database, which becomes the new one, and delete all the contacts you don't need by using the flag field to lookup the records you don't want, and then delete the lookup. Please do lots of ACT backups before trying this and also backup at each stage!

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
New Member
Posts: 3
Country: United States

Re: Any way to export or save custom defined fields?

I set up my computer's ACT and my employee's computer with the same custom fields which I created.  His database no longer contains the custom fields I created and I do not know why.  The custom fields are still visable in his database, but the drop downs and the content of each custom field is gone.

Is there a place within the ACT folder where these fields reside so I can copy my custom fields and email them to him?

 

Thanks in advance.

 

bc

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Any way to export or save custom defined fields?

The problem is that you modified each database separately. In the process of adding custom fields, you exceeded to size limit on the base table in the database and the spillover table is identified by a unique ID and linked to the base table. Your problem is that the uniqe ID for the spillover table is different for the two databases. There ins't any way to change the unique ID for the spillover table. That is why you should not make the same changes separately to two different databases. You should make the changes to one database first and then save an empty copy of the database to create the second database. 
Roy Laudenslager
ACT! Certified Consultant
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Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United States

Re: Any way to export or save custom defined fields?

Thanks for the prompt reply, Roy.

 

The way I understand your response is that I create a blank database in my ACT.  I then send my employee that blank database (could this be done by sending him a backup of the database?).  If so, when he imports my blank database, would he have ownership of it for full utilization?

 

Thank you, once again.

 

bc

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Any way to export or save custom defined fields?

Yes, because they would need to do a Restore As.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129