CaseMap Server

Creating SQL cases from CaseMap templates

Creating SQL cases from CaseMap templates

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  • To create a SQL case for use as a...

  • To mark the new SQL case as a...

  • To create a new SQL case from a SQL...

If you are a CaseMap user, you can create a new SQL case from a CaseMap SQL template. This feature is similar to how you create cases from templates in CaseMap, but can now be done in the CaseMap Admin Console for SQL cases.

When you create a new SQL case from a CaseMap SQL case template, you have the option to copy case staff and/or case issues into the new case. If you choose to copy case staff, then each user's spreadsheet views, saved searches, and case/form preferences set in the template are copied into the new SQL case. No other spreadsheet data or settings can be copied from a case template.

 

SQL Cases > Case templates display

 

CaseMap SQL case templates are identified by a blue icon, so you can easily identify them in the SQL Cases pane of the CaseMap Admin Console and distinguish them from individual SQL cases (yellow icon). Template names will also display in the Template Name drop-down listing in the New SQL Cases dialog box when new SQL cases are created.

Before you can start creating SQL case templates, you need to ensure that Microsoft SQL Server has been configured to support this functionality. For more information, see Configuring SQL Server for CaseMap templates.

 

Follow these steps to create SQL CaseMap templates:

Configure SQL Server for CaseMap templates
Create a new SQL case to be used as a template
Mark the new SQL case as a template
Create a new SQL case from the existing SQL case template

 

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You can use an existing CaseMap local case to create a SQL case template. Use the CaseMap SQL Import Utility to migrate the local case to the SQL case file format. Then register the case in the CaseMap Admin Console and mark it as a template. For more information, see Migrating case files to CaseMap Server and Managing SQL case files.

 

 

hmtoggle_plus1To create a SQL case for use as a SQL template
hmtoggle_plus1To mark the new SQL case as a CaseMap template
hmtoggle_plus1To create a new SQL case from a SQL template

 

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Help url: https://www.lexisnexis.com/Casemapsuitesupport/cm/cmserver_1.5/index.html?ac_sql_cases_from_casemap_templates.htm