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moved from https://tufts.box.com/s/fzubsi6d5r8hww8rmap0d1n0beciq6sa
ISSUE: Cannot get data to display, AND be from multiple forms.
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SUMMARY/CURRENT STATUS:
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prompt field values do not respect form rankings. This has been submitted to Technolutions, and maybe some day we will get a response.
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Work-around in making sure all of the data is in free text fields has been accomplished for 2023 cycle
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Manual Query->Import of newly completed recs
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All previous recs from this cycle that used the old form have been imported
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All NUTR defers have had their letters ported over
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Working on report to find anyone in GSBS who is using last year’s letters.
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And Technolutions gets back in touch 3 months later to tell us the answer was something we already tried and it didn’t work before
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So, revert text fields/manual process back to the way it was displaying before.
Completed for 2024 cycle. See the troubleshooting and conversion notes below.
RESEARCH
https://knowledge.technolutions.com/hc/en-us/articles/360032612272-Custom-PDF
This is what we get without a Merge query—two forms with different data, like there should be, but not custom fields.
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Things that DO NOT WORK
Brackets in the custom pdf
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Things that DO work
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+
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=
Gets me A DIFFERENT ANSWER FOR EACH FORM!
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For the top of the .pdf, I used the delivered Merge fields, as well as their “new” version without the NUM:
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And this gets me
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Takeaways:
System > Merge queries must be application scoped.
The old NUM nomenclature, even if you choose a system field from the drop down, does not work any more
System fields, whether or not they are in the “available” list, do not need to be added to the Merge query.
The cache has to be broken in order to refresh the data. Have an easy thing to look at to determine if the .pdf you are reviewing has actually changed, and have a group of records you can cycle through.
Add Prefix, first, last and title, organization just as their own fields (rather than trying to get a concatenate to work) got me to:
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The \2022_reference_uploads\People with imported old ref STATUS TRACKING.xlsx document has the status updates for everyone who was checked; 12/13 added new refs for Bootwala; still only Ryan and Clement are outstanding.
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Amanda Holder (Technolutions) Jan 30, 2023, 7:08 PM EST Hi Elizabeth, 
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State of affairs at end of 2023 cycle for both GSBS and NUTR:
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I have copied this over and renamed it to be reference2023, and will work on the original reference.pdf. I believe all I need to do is revert what shows here to the old fields (with the billion boxes). The test case shows that if I follow the instructions Technolutions gave (at the end of the 2023 document), things work.
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This also seems to indicate that I do not have to make any changes in order for the 2023 references to be re-used in 2024….all I have done is remove the necessity to turn the values into text.
Confirmed that data is showing correctly in the non-text version of the forms; have cleaned these up, and reference.pdf are now available across the entire instance.