[Timothy Casey]

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[Timothy Casey]

Thanks, I may give that export a try after a bit. As I mentioned earlier, the manual linking is OK if that’s the best that can be done. It only takes a couple of seconds to link but it took me a few hours to create all new Families and then link them to the individuals.

Regarding a LINKED Family import, my thinking is that the user would supply a link field ID of their own that would match a link field on the Individual record. The work flow would then be to FIRST, import families with the link field included, SECOND import Individuals with the link field supplied. The procedure would then do a look up on the Family link field and then import the Individual with the corresponding Entry ID of the Family. If the Individual link field doesn’t match and existing Family Link field, The Individual is imported as Unlinked. You could supply some user feedback in the results such as “125 Individual Records Linked to Families, 3 Individual Records unmatched to Families” (perhaps show a list of the unlinked Individuals.)

My 2 cents. As always, thanks for your timely responses.

[Timothy Casey]

That did the trick, thank you very much!

I should have been smart enough to put this in my original request but I’d like to be able to do the same thing for the “Publish” settings box as well (“Public”, “Private, “Unlisted”) Any chance I could get another snippet?

Meanwhile, as a future enhancement request, it would be nice to include this in a config page for Link. It would also be nice to be able to change the default setting for new members from “Unlisted” to “Public” or “Private”.

[Timothy Casey]

“Help” is not the first thing that came to mind but I do appreciate your prompt response. I guess If I had two feature requests for the future #1 would be the ability to export using the same mapping functionality as the import and, of course, ability to import families. Don’t see how the family import would be any different than the Organization but you know your code. I don’t mind doing the linking of individuals to families as a separate function, that is no big deal but perhaps you could add a “Family” code to the import table and let the user just supply their own linking GUID for family, then replace it with your internal linking functionality upon import.

The ability to EXPORT is critical though, so hope that will be added in the future.

Thanks, Tim.

• This reply was modified 12 years, 3 months ago by Timothy Casey.

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