Merging short names

If two objects with similar short names are entered into the case and are actually the same object, you need to merge them together to reduce linking and sorting consistencies in the case. Using the Object Link Merger tool, you select one object to keep and one to delete, and the utility transfers the links for you.

 

 

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The Object Link Merger only transfers objects links; it does not transfer any other data between records. If you need to retain data from other record cells for the object identified for deletion (especially for document records), then copy/paste that data to the object you are keeping before using the utility.

 

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Use caution when deleting short names. If you delete a short name from a field, CaseMap immediately deletes it from all spreadsheets and displays "deleted object" where it previously appeared. Any links associated with a deleted short name are lost. To restore your links, you need to recreate the object's short name and reset all links manually by using Edit > Find and Edit > Replace on every spreadsheet where the deleted object might have been added. You could also restore the case from the previous day's backup file, which means you may risk losing some case updates applied since the backup occurred.

 

 

hmtoggle_plus1To merge short names
1.Open the object spreadsheet where you need to merge short names.
2.On the Case Tools ribbon, click Object Link Merger.
3.In the Object Link Merger dialog box, click Next.
4.In the Field list, click Short Name.
5.In the Search field, type the first short name entry and then click Next.

Object Link Merger box

6.In the Search field, type the second short name entry and then click Next.
7.Select the object short name you want to delete and then click Next.
8.Review your choices by selecting the object to delete, and then click Next.
9.Confirm and click Finish to initiate the link merger process.
10.In the message box to perform another object link merger, click No.

The short name entry you selected to delete no longer displays in the case. Notice that all # Fields now display a higher number of links for the record you retained in the case.

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.543.6862 (Option 2, then Option 4). The CaseMap Support team is available between the hours of 9:00 a.m. to 7:00 p.m. Eastern Time, Monday - Friday.

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