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Merging Activity Subtypes
Merging Activity Subtypes

Have you got several duplicated Activity Subtypes? Learn how to merge your Subtypes to keep Solomon organised.

Lisa Machin avatar
Written by Lisa Machin
Updated over 3 years ago

Often or not you and your team will accidentally create duplicate Subtypes or Subtypes that are similar to ones that are already inputted in the system.

We have now implemented a method that allows you to merge these Subtypes into one.

Example

As shown above I have two Subtypes both relating to Anti-Social Behaviour. One is called Anti-social and the other Anti-Social Behaviour.
The Subtype Anti-Social has two Activities and Anti-Social Behaviour has five. I want to Merge the Subtypes so Anti-Social Behaviour remains and Anti-Socials Activities are moved to Anti-Social Behaviour before the Subtype Anti-Social is deleted. Therefore ensuring the Activities are now safely added to the correct Subtype. Now showing seven Activities.

How?

  1. Go to Directory Settings and click on Manage Activity Subtypes.

  2. Select Merge Activity Subtypes

  3. Choose your Source Subtype: Source is the Subtype that will be moved into the Target. Once moved into Target, the Source will get deleted.

  4. Choose your Target Subtype: Target is the name of the Subtype that will remain.

  5. Merge now.

Learn more about managing Activity Subtypes here

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