ContactReview :: View topic

jli1668 · n00b

I have a list of contact records in a csv file which I've converted to dbase. Bob Tylor was kinda enough to point me to the right direction of checking the plug-in tab.

I am now able to import notes, however, some of the records that doesn't have notes are also getting a note timestamp with no notes in it.

Can you someone please tell me what expression I can included to avoid this problem?

I tried .NOT.Empty(Import1->notes) but received an error data type mismatch, expect memo.

Please help

System Environment:
GoldMine 9.0 PE
GoldBox 9

BobTaylor · GoldBox Guru

Because I can't test this, I'm going to refer it to Paul Laufer. You may be able to use an expression to choose the single character that determines whether a PlugIn record is added; I'm just no sure in the case of Notes. But I don't think you'd refer to
Contac1->Notes. More likely to GXI or maybe Source.

Paul Laufer · GoldBox Guru

Presumably those ones that get the timestamp had some invisible character, such as a tab or carriage return... though you would think those wouldn't sneak in via a TXT file.

Note on the notes plugin, there's two fields that have a red Y in the REQD column. Theoretically, those are REQUIRED entries, and if either of them are empty the note will not be added. Assuming the name of your incoming file is FILE.DBF, and the fieldname that contains the notes is NOTES, you might try this expression in your notes field map instead of directly mapping the field.

iif(empty(ALLTRIM(FILE->NOTES)), "", FILE->NOTES)

That will ensure that if the incoming notes field is empty, the note will not pass through.

If this doesn't fix your issue, and you have any followup questions, please post your import's LIFERING in your response. To get the LIFERING, go to the import setup screen of your import, right mouse click and select "Save, LIFE RING Document." That will give us the particulars of your setup. You can copy/paste it into your reply. (I don't believe Doug allows file attachments here)

DougCastell · GoldMine Guru

jli1668 · n00b

Hi Paul,

I appreaciate your help on this. I included the suggested expression and the was the result. below is the lifering file.

WINDOWS System: Windows NT version 6.01
FREE DiskSpace: 9,631.494 Megabytes
B D E Version: 5.2.0.2
Folder: C:\Program Files (x86)\Borland\Common Files\BDE\IDAPI32.CFG
GOLDMINE Exe: c:\progra~2\goldmine
DATABASE Main: GXGOLDMINE
Premium Edit'n: YES
9.0x or 8.5x: YES
User: MASTER
Sync: ON
GX9 Version: 11H.1
Folder: c:\goldbox9

OPERATION: IMPORT / UPDATE
Category: UPD-MAIN/NU
Description: Imp Note
Launch ID: IGTEST1.DBF

SQL CONVERT:
TEXT CONVERT:
SOURCE FILTER:
SOURCE TABLE: c:\goldbox9\process\import1.dbf
START AT RECD: 1
QTY TO IMPORT: ALL
PARK AND STOP: NO
TARGET TABLE: GXGOLDMINE
INDEXED MATCH:
CUSTOM MATCH: alltrim(Tgt->Phone1)+alltrim(PullEmail('MAIN'))+alltrim(Tgt->Uor
gname)+alltrim(Tgt->Contact)
INCLUDE FILTER:
ADD NO-MATCHES: YES
GX-VU/QUIK-DEL: NO
MULT MATCH UPD: NO
BYPASS MATCHES: YES
DIRECT DELETE: NO
LOG FLD CHANGE: NO
TAB PLUGIN OFF: NO
DETAIL NAME:
DETL SRCH FLD:
PARENT INDEX:
PARENT CUSTOM:
SOURCE EXPRN:

SOURCE Table: IMPORT1.DBF Fields: 45 Records: 2256
1 INSOURCE C 20 0
2 PREFIX C 20 0
3 LASTNAME C 15 0
4 SECR C 20 0
5 FNAME C 20 0
6 MNAME C 20 0
7 NICKNAME C 20 0
8 UTITLE C 50 0
9 UORGNAME C 250 0
10 UDEPT C 100 0
11 ADDRESS1 C 40 0
12 ADDRESS2 C 40 0
13 UPADDRESS C 40 0
14 PZIP C 15 0
15 CITY C 35 0
16 STATE C 10 0
17 ZIP C 10 0
18 PHONE1 C 20 0
19 PHONE3 C 20 0
20 PHONE2 C 20 0
21 PHONE4 C 20 0
22 FAX C 20 0
23 EMAIL C 100 0
24 EMAIL2 C 100 0
25 EMAIL3 C 100 0
26 EMAIL4 C 100 0
27 UREGCOUNTY C 50 0
28 UDEAR C 100 0
29 NOTES C 40 0
30 EVENT1 C 20 0
31 EVENT2 C 20 0
32 EVENT3 C 20 0
33 EVENT4 C 20 0
34 GRPNAME C 20 0
35 GRPOWNER C 10 0
36 GRPREF C 30 0
37 ACCOUNTNO C 20 0
38 NICKRECID C 15 0
39 EM2RECID C 15 0
40 EM3RECID C 15 0
41 EM4RECID C 15 0
42 EVNT1ID C 15 0
43 EVNT2ID C 15 0
44 EVNT3ID C 15 0
45 EVNT4ID C 15 0

FIELD-NAME T LEN D DESCRIPTION FIELD-1 FIELD-2 SHD Case WB RQ
---------- - --- - -------------------- ---------- ---------- --- ---- -- --
CONTACT C 40 Contact e
PARK EXPN: alltrim(Import1->Fname)+" "+alltrim(Import1->Lastname)

LASTNAME C 15 Last LASTNAME

SECR C 20 Asst SECR

PHONE_FMT C 1 Phone Format U=USA e
PARK EXPN: 'U'

PHONE1 C 25 Phone1 e
PARK EXPN: FmtPhoneToUSA(Import1->Phone1)

PHONE2 C 25 Phone2 PHONE2
PARK EXPN: FmtPhoneToUSA(Import1->Phone2)

PHONE3 C 25 Phone3 e
PARK EXPN: FmtPhoneToUSA(Import1->Phone3)

FAX C 25 FAX e
PARK EXPN: FmtPhoneToUSA(Import1->Fax)

ADDRESS1 C 40 Address ADDRESS1

ADDRESS2 C 40 Address2 ADDRESS2

CITY C 30 City CITY

STATE C 20 State STATE

ZIP C 10 Zip ZIP

SOURCE C 20 Source PREFIX

KEY1 C 20 Record Type e
PARK EXPN: "Contact"

MAIN_EMAIL C 75 E-MAIL ADDRESS EMAIL

CURTAIN_CD C 1 CURTAIN Cd (0,1,2,3) e
PARK EXPN: '0'

UTITLE C 100 Title UTITLE

UREGCOUNTY C 50 County UREGCOUNTY

USOURCE C 100 Input Source INSOURCE

USERDEF06 C 10 Competitor GRPNAME

USERDEF08 C 10 Account Type GRPOWNER

USERDEF09 C 10 No. of Users GRPREF

USERDEF10 C 10 Userdef10 e
PARK EXPN: dtoc(date())

UDEAR C 100 Dear UDEAR

UORGNAME C 250 Organization UORGNAME

UDEPT C 100 Department UDEPT

UPADDRESS C 50 Physical Address UPADDRESS

UPZIP C 10 Zip PZIP

*SOURCE* 0 ACCOUNTNO Write-Back WB
UPD. EXPN: GXI->Accountno

N_0PLUGIN C 1 * * * NOTE w/Upd e
PARK EXPN: "Y"

N_0USERID C 8 GoldMine User Name e RQ
PARK EXPN: vUserName

N_0NOTE M 10 NOTE Entry NOTES RQ
PARK EXPN: iif(empty(ALLTRIM(import1->NOTES)), "", import1->NOTES)

(END OF LISTING) Created 07/07/2012 09:48:20 PM

Paul Laufer · GoldBox Guru

jli1668 · n00b

Sorry Paul,

I meant to say that the result was the same. Goldbox treated the emply notes field as if they contain data and added a timestamp in the notes field with no notes.

Paul Laufer · GoldBox Guru

In that case I would do the same thing on the "GoldMine user name" field.

iif(empty(import1->notes), vUserName, "")

That way the other "required" field will be empty, and it should then bypass the note because there's no username.

Paul Laufer · GoldBox Guru

Whoops... I had my expression backwards...

iif(empty(import1->notes), "", vUserName)

jli1668 · n00b

Paul, that worked beautifully. Thank you!

If for some reasons I need to add another line of notes (with a separate recid), would there be a better way to do that other than cloning the same process but map the additional notes column to the notes fields and run the process again.

Paul Laufer · GoldBox Guru

If your "other" note is in the same file as the first note, and it's contained within a different field, I would do exactly as you suggest. Import twice from that file, getting one note and then the other.

It may be possible to do two separate note plugins on the same import, but I've never tried that before.