Activity Detail Notes

4 replies [Last post]
Phil Montgomery
User offline. Last seen 5 years 51 weeks ago. Offline
Joined: 23 Feb 2007
Posts: 9
I am looking for a way (possibly a global edit) to easily remove all Activity Detail notes where the note category is . I know that i can delete a category and that will delete all related notes. The only problem is that OPP will not allow me to delete the Default category. I am also looking for a way to change the category assignment on all of the notes where Default is assigned, but i do not know how to do that either. Any suggestions from the user community?

Replies

Gary Whitehead
User offline. Last seen 6 weeks 3 days ago. Offline
hmmm.... I may have got the table name wrong... -Have a quick check in the OP data Structures file on your c-drive. That’s the most obvious and easiest fix i can think of.

Good luck!
Phil Montgomery
User offline. Last seen 5 years 51 weeks ago. Offline
Joined: 23 Feb 2007
Posts: 9
the export created the .csv file but it contains no data. I will play with the transfer.dat to see if i can make it pull the data.
Phil Montgomery
User offline. Last seen 5 years 51 weeks ago. Offline
Joined: 23 Feb 2007
Posts: 9
Thanks Gary, i’ll give it a try and post the results. the only other thing i am adding to your steps is that i will make a fresh backup prior to executing any of the steps to ensure recovery if i should do something wrong. Thanks for the input..............Phil
Gary Whitehead
User offline. Last seen 6 weeks 3 days ago. Offline
You should be able to do a fairly simple import script to overwrite the notes with blank text.

The below is from the top of my head, without the relevant reference docs to hand, so you’d need to check it vs the dev guide & OP Data Structure tables which you should be able to find in the Open Plan folder on your c-drive


1) Close Open plan
2) Copy the Transfer.DAT file in your open plan folder to somewhere safe.
3) Open up the Transfer.DAT file in your open plan folder using Notepad.
4) Scroll to the bottom, leaving a couple of blank rows and enter the below (case sensitive):

EXPORT csv _Notes information
TABLE OPP_NTX
FIELD ACT_ID
FIELD FIELD_NAME
FIELD FIELD_VALUE
FIELD TABLE_TYPE

5) Save the Transfer.DAT file
6) Open up the project in Open Plan (exclusive mode). Go to file, export (or general export?), you should see an export option called “Notes information”. Select it.
7) Running this should give you a csv file which lists all notes, listed by Activity ID, with their notes category, and which OP Table they relate to
8) Delete the text in the “FIELD_VALUE” column for all of the notes that you want removed
9) Change the entry in the “FIELD_NAME” column for those notes where you want to change the category, and save the csv as something else
10) Close Open plan, Go back into the transfer.DAT file, copy the export script you just wrote, and paste it at the bottom of the file (leaving a couple ofblank rows). Overwrite “EXPORT” with “IMPORT”
11) Save the DAT file, open up the project again, go to file, import (or general import?), and select the Notes info import script.
12) This should have overwritten the notes files you didn’t want with blank text, and changed the category as specified.

HTH

Gary