Note: This button no longer works as webMerge had discontinued supporting batch merge using listview from a child relationship. Jimmy is working on a new solution for this and will provide an updated link here once the solution is available.
Sorry for any inconvenience.
Jimmy Liu
2023-10-16
2022-07-29
We have built a document merge feature in CoDa where you can merge Service Notes singly or in bulk.
To use the feature:
- Go to any Case Record page.
- Click "Progress Notes" in the Related List Quick Links Section, as shown below
- Select Items(rows) to be merged.
- Click "Service Notes Bulk Merge" button as shown below.
- Please Note: Your merge will be put in a Queue waiting to be processed, so results may not be available immediately. It's common to need to wait a few minutes to see the results. Do not click the button again!
- Please Note: Your merge will be put in a Queue waiting to be processed, so results may not be available immediately. It's common to need to wait a few minutes to see the results. Do not click the button again!
- Location: Files
- After the merge is complete, you can find your merge doc already added into the "Files" related list.