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Re: Import records as unchecked

Is it possible when using the Import Wizard to import the records as unchecked?

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

2

Re: Import records as unchecked

Not that I can see. If you save the file of imported records when requested to do so you can easily use this in a Batch Update to change the  records to unchecked.

Mike Weideli

3

Re: Import records as unchecked

Thanks Mike, I'll look into doing as you suggest.

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

4

Re: Import records as unchecked

This looks like something I might be able to use. Could you explain in a a bit more detail please.

5

Re: Import records as unchecked

When you import data there is an option at the end either to view the imported data or to save it for later use. Choose the option to save the file and note the name it is saved under. In fact it is always a good idea to save the file. If you need to view it you can do so via  Tools/load External Filter. Once the file is saved you can use it in XML  reports and XML Batch Updates.

The following example shows how to update the Determination type on imported data (note that this shouldn't be used on data imported from other R6 users).  The example could easily be adapted to update the Checked indicator as required by Charles, but it has a use in many situations where there is a need to manipulate imported data in some way.
 

<?xml version="1.0" ?>
<batchupdate menupath="LcBatchUpdates" title="LCBU8- Detrmination type Update on Imported Data "
description="Changes the determination type for a batch of imported records. After import the details of the records must be  be saved. Note the name of the
reference file  for use in this process." >

<externalfilterfiles>
          <externalfilterfile inputfile=""  tablename="#lastimport" />
</externalfilterfiles>

<SQL>

<Where keytype="Default">



UPDATE Taxon_Determination  set


<Condition field= "Determination_Type_Key"   operator="equal" type="OptionSet"  name="Determination Type" >
        <Option name="Invalid" value = "'NBNSYS0000000001'" />
        <Option name="Considered Correct" value = "'NBNSYS0000000007'" />
         <Option name="Considered Incorrect" value="'NBNSYS0000000008'" />
        <Option name="Incorrect" value = "'NBNSYS0000000009'" />
        <Option name="Requires Confirmation" value = "'NBNSYS0000000010'" />
        <Option name="Unconfirmed" value = "'NBNSYS0000000011'" />
         <Option name="Correct" value = "'NBNSYS0000000012'" />


</Condition>


FROM Taxon_Determination TDET
INNER JOIN Taxon_Occurrence  TOCC
ON TOCC.Taxon_Occurrence_key = TDET.Taxon_Occurrence_key AND TDET.Preferred = 1
INNER JOIN #LastImport LI ON LI.ItemKey COLLATE SQL_Latin1_General_CP1_CI_AS = TOCC.Taxon_Occurrence_key AND LI.TableName = 'Taxon_Occurrence'


UPDATE Taxon_Occurrence  set verified = DT.Verified 
FROM Taxon_Determination TDET
INNER JOIN Determination_TYpe DT
ON DT.Determination_type_key = TDET.Determination_type_key 
INNER JOIN Taxon_Occurrence  TOCC
ON TOCC.Taxon_Occurrence_key = TDET.Taxon_Occurrence_key AND TDET.Preferred = 1
INNER JOIN #LastImport LI ON LI.ItemKey COLLATE SQL_Latin1_General_CP1_CI_AS = TOCC.Taxon_Occurrence_key AND LI.TableName = 'Taxon_Occurrence'




</Where>



</SQL>
</batchupdate>

Mike Weideli