* Change template for existing source

[JoopvB]

I cloned an existing source template and want to change the template for a number of source records with the old template to the new one. Afterwards I can change the new template and sync the changes.

But how do I change the template of an existing source?

[JoopvB]

To expand on my search for an answer: I wrote a compact script that - I assumed - would do the trick. But, I must have done something wrong since I can't get it to change the source's template.

Any help would be greatly apricated!

The script is:

function main()
local pOldTemp, pNewTemp
local pt = fhNewItemPtr()
pt:MoveToFirstRecord("_SRCT")
while pt:IsNotNull() do
local sTempName = fhGetItemText(pt,"~.NAME")
if sTempName == 'Identificatie documenten' then -- the name of the template that was cloned
pOldTemp = pt:Clone()
elseif sTempName == 'Uittreksels' then -- the name to change to
pNewTemp = pt:Clone()
end
pt:MoveNext()
end

-- Prompt for source records
local tSources = {}
tSources = fhPromptUserForRecordSel('SOUR')
if next(tSources) == nil then
return
end

-- Loop over all selected source records
for _,pSource in pairs(tSources) do
local pTemplate = fhGetItemPtr(pSource,'SOUR._SRCT>') -- pointer to Template
if pTemplate == pOldTemp then
fhSetValueAsLink(pTemplate,pNewTemp)
else
fhMessageBox('Selected record is not "Identificatie documenten", but ' .. fhGetItemText(pSource,'SOUR._SRCT>'))
return
end
fhSrcEnableAutoTitle(pSource,true)
end
fhUpdateDisplay ()
end

[tatewise]

It is this fragment of code that needs changing:

local pTemplate = fhGetItemPtr(pSource,'SOUR._SRCT>') -- pointer to Template
if pTemplate == pOldTemp then
fhSetValueAsLink(pTemplate,pNewTemp)

pTemplate is pointing at the Source Template record.
You need a pointer to the SOUR._SRCT link field.

local pTemplate = fhGetItemPtr(pSource,'SOUR._SRCT>') -- pointer to Template
if pTemplate == pOldTemp then
local pSourceLink = fhGetItemPtr(pSource,'SOUR._SRCT')
fhSetValueAsLink(pSourceLink,pNewTemp)

[JoopvB]

I understand and tried it, but the test:

if pTemplate == pOldTemp then
local pSourceLink = fhGetItemPtr(pSource,'SOUR._SRCT')
fhSetValueAsLink(pSourceLink,pNewTemp)

ends up in the else branch (although pTemplate and pOldTemplate appear to be the same).

See attachment.

[ColeValleyGirl]

If you're comparing pointers, you need to use IsSame to detect if they're pointing to the same thing:

Code: Select all

if pTemplate:IsSame(pOldTemp) then

[JoopvB]

Thanks Mike and Helen!

It's now working fine,

Best wishes for 2021!