01-22-2009 10:09 PM
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?
01-22-2009 10:16 PM
01-23-2009 06:42 AM
01-23-2009 09:38 AM
01-23-2009 09:48 AM
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.
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!
09-23-2009 07:10 AM
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.
09-23-2009 07:53 AM
09-23-2009 09:51 AM
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.
09-23-2009 09:55 AM