Before doing any mass changes to your system, we suggest doing a full contract back-up!
You can do this by creating a View with the criteria:
ContractID -- Exists -- True
**Make sure to check the "include Archived" checkbox!**
From the Default Fields and Sequence, add all the columns from the left to the right using the double arrows (>>) This way you will preserve all your fields and attributes!
Save the View with a name that makes sense to you and hit "Report" when the grid populates. This will create a .CSV file with ALL of your contract's attributes and fields, should something go wrong! Save that file where you can find it again and proceed!
Change a Field Type without Losing Data
Changing a Field's Type can be done, but it takes a bit of effort. It’s a multi-step process that basically involves creating a new Field of the correct type and replacing the Old Field with the New on your contracts!
- First, add an X in front of the Old Field so it's easy to see which one gets deleted. Example: XTermination Clause
- Create a new Field with the right name (Termination Clause, to continue the example) and select the correct Field Type. Now, insert the Field into your Field Group(s). Don't worry about deleting the other XTermination Clause from the Group just yet!
- Make a View with the following criteria to bring up all contracts with data in the old field:
XField Name -- is null -- false
**Make sure to check the "Include Archived" checkbox!**
- Export that View out to a CSV file using the "report" button. Delete the first two rows (These will be a blank row and the top row, that contains the View Name)
- Make the header match appropriately to add contracts to the right field group. It should read FieldGroup::FieldName. The Contract ID column should have the header Contract::ID.
- Save this file as a .CSV
- Use the bulk loader to Update Contracts by Contract ID. This will preserve any data you have entered in those fields you're changing! :)
- Delete the old Field