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69 lines
2.2 KiB
Markdown
69 lines
2.2 KiB
Markdown
+++
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title = "Merge Items"
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weight = 100
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[extra]
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mktoc = true
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Merging multiple items into one lets you transfer metadata and
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attachments from multiple items into a single one. The items that have
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been merged are removed afterwards.
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# Usage
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## Select items to merge
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Multiple items can be merged where all metadata is copied into the
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target item. This can be done by selecting multiple items to merge via
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the multi selection tool as described
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[here](@/docs/webapp/multiedit.md#toggle-selection-mode).
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Then select some items (at least 2) and click the merge tool button.
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{{ figure(file="merge-01.png") }}
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## Edit order of items
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This opens the merge view, where you can change the order of the
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selected items.
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{{ figure(file="merge-02.png") }}
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The order of this list can matter when merging (see below). You can
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move items via drag and drop or the buttons on the right.
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## Click merge
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Once you clicke the *Merge* button, the items are merged and you will
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be taken to the search view.
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{{ figure(file="merge-04.png") }}
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As you can see, tags are all combined. Custom fields of same name are
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also merged, where possible. For text fields, the values are
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concatenated with a comma as separator. Money and numeric fields are
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simply added together. Also it shows that there are now two
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attachments in the item.
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# How it works
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Since the metadata of all items are merged into one, the order matters
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for fields that allow only one value (for example correspondents,
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concerning person/equipment, folder and dates). For these fields, the
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value of the first item in the list is used. The exception is the item
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notes: they are all concatenated with some newlines in between.
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All properties that allow multiple values (like tags and the
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attachments, of course) are simply moved to the target item. Custom
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fields are merged depending on their type. Fields of type money and
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numeric are added together such that the final item contains the sum
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of all values. Text fields are concatenated using a comma as
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separator. Other fields (boolean and date) are again chosen from the
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first item that has a value.
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After merging, the other items are removed from the database (they
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cannot be restored). This reason is that many data is moved into the
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target item and so the remaining items are actually empty.
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