eb: Person's or User Account Merging - Logged on behalf of RRS Onke Ruda

Could you please advise if it is possible to merge a two eb account documents history, for example, loading documents and history of an old account to a new account and have the old account deleted but leaving behind the document history to the new account?

If this can be done, could you please provide me with print screens of the steps as this is not covered in the eb documentation?

Parents
  • As I understand you want to transfer audit from one document to another. If that’s so, it’s not possible. This would require direct changes in data from DB side.
    Why would you want to do this ? Why can’t you just continue working with old document or create new revision of this document so you could proceed with new one as Current and make search that it would not show Historic ones, but they still could check audit if required. Maybe even use Contextual Report and you could see audit from other document without a need of navigating to that doc (of course, in all cases old document should not be deleted otherwise data on audit would be deleted as well)
Reply
  • As I understand you want to transfer audit from one document to another. If that’s so, it’s not possible. This would require direct changes in data from DB side.
    Why would you want to do this ? Why can’t you just continue working with old document or create new revision of this document so you could proceed with new one as Current and make search that it would not show Historic ones, but they still could check audit if required. Maybe even use Contextual Report and you could see audit from other document without a need of navigating to that doc (of course, in all cases old document should not be deleted otherwise data on audit would be deleted as well)
Children