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Mass change of form type
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Hi Community,

for the reason of proper premissions managment I need to change the form type for 500+ instances. Obviously I would like to avoid manual work.
Do you have ANY idea if the 'change form type' can be somehow automated? I need to change form type X to Y, no diferentiation whatsoever.
Maybe some SQL? Changing WFD_DTYPEID in WFElements and WFHistoryElements will be enough?
What do you think?

Thanks in advance.

Wojtek

MVP

Hi Wojtek,

would it be an option to simply switch the names of the form types, so that the Ids could be kept and only configurations need /reports would need to be changed. This way you wouldn't need to update the instances.

If this isn't an option there's no way around testing even if someone here would give you an answers. You would be doing this at your own risk anyway. :)

I would create a copy of the database and restore it in a test environment or create a similar case in the test environment with a new worklfow.

Best regards,
Daniel

MVP
In reply to: Wojtek

You gave me an idea. I could just start new instances on the basis of the current ones copying all data and atachments and than delete the old. Thanks,

I didn't think of this option, but that's how ideas are born. :)


Depending on your version and whether you can execute SDKs you could download this:
2021
https://github.com/Daniel-Krueger/webcon_cclsactions/releases/tag/0.1
2022
https://github.com/Daniel-Krueger/webcon_cclsactions/releases/tag/0.2

It has an action to change the form type. Since I'm using the official SDK it is supported.

Then you could add a custom path and use mass actions.

Best regards,
Daniel

In reply to: Daniel Krüger (Cosmo Consult)

I didn't think of this option, but that's how ideas are born. :)


Depending on your version and whether you can execute SDKs you could download this:
2021
https://github.com/Daniel-Krueger/webcon_cclsactions/releases/tag/0.1
2022
https://github.com/Daniel-Krueger/webcon_cclsactions/releases/tag/0.2

It has an action to change the form type. Since I'm using the official SDK it is supported.

Then you could add a custom path and use mass actions.

Best regards,
Daniel

Hi. I have created 'start new workflow path', added mass action button in the report and duplicated all 500+ instances to the new form type. Then, using API and 'for each', I have deleted old instances.
Thank you all for your support.
Job done :)

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