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Solicitation & Worker v12 Migration

Christine Pellerin
$organization

We're in the midst of testing our v12 roll-out and we've noticed that our business practices have not quite matched up with the v12 defaults.  For instance, we've been using the "Solicitor" field to demarcate board members attached to the file and the "Worker" field to demarcate the staff person assigned to the file.  When we've migrated over to v12, the system is defaulting the Solicitor field to be assigned as the Primary Worker, which is not what we want.  We want the staff worker from the v11 Worker field to be assigned as the Primary Worker.  I tried looking through the Migration Toolkit document but it didn't look like there was a specific table that dealt with this issue.

Has anyone come across this?  Is it possible to indicate in the system that the Worker field should be assigned to the Primary Worker checkbox?  Or will altering the default behaviour somehow mess things up down the line?

Any advice would be appreciated.  Thanks!

  • $organization

    Hi Christine,

    Have you found the answer to this question?  I'm wondering the same thing.  We did a test import and the primary workers are not assigned the way I intended.  

    Thanks,
    Chandra 

  • $organization

    I did not get an answer to this question, unfortunately.

     

    Although the default is not ideal, we’re not doing any adjustments until after the upgrade.  We’ll have to create a script to make the swaps, but that has not been developed yet.

     

    I’m actually moving on to another organization next week so I will not be a part of any v12 implementation/adjustment that occurs.

     

    I wish I had better news Chandra!

     

    Christine Pellerin  Development Coordinator
    Soulpepper Theatre Company

    T 416.203.6264 x.145
    F 416.203.1531
    W soulpepper.ca


    Young Centre for the Performing Arts
    Distillery Historic District

    50 Tank House Lane
    Toronto, ON, M5A 3C4


    Box Office: 416.866.8666

     

    Donate Now to Soulpepper online at http://www.soulpepper.ca/donation.aspx

     

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    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Chandra Asken
    Sent: Friday, April 25, 2014 1:08 PM
    To: Christine Pellerin
    Subject: Re: [Tessitura Development Forum] Solicitation & Worker v12 Migration

     

    Hi Christine,

    Have you found the answer to this question?  I'm wondering the same thing.  We did a test import and the primary workers are not assigned the way I intended.  

    Thanks,
    Chandra 

    From: Christine Pellerin <bounce-christinepellerin6246@tessituranetwork.com>
    Sent: 3/18/2014 3:21:23 PM

    We're in the midst of testing our v12 roll-out and we've noticed that our business practices have not quite matched up with the v12 defaults.  For instance, we've been using the "Solicitor" field to demarcate board members attached to the file and the "Worker" field to demarcate the staff person assigned to the file.  When we've migrated over to v12, the system is defaulting the Solicitor field to be assigned as the Primary Worker, which is not what we want.  We want the staff worker from the v11 Worker field to be assigned as the Primary Worker.  I tried looking through the Migration Toolkit document but it didn't look like there was a specific table that dealt with this issue.

    Has anyone come across this?  Is it possible to indicate in the system that the Worker field should be assigned to the Primary Worker checkbox?  Or will altering the default behaviour somehow mess things up down the line?

    Any advice would be appreciated.  Thanks!




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