Entity name format changed on import

alcoma

Hello,

In the past when I have imported entities or updated records with entity names, they were imported as formatted in the spreadsheet ( LastName, FirstName). This is the first time I have experienced the names displaying as "FirstName LastName" after the import. Did I miss something in my entitySplitter settings ? This is what I used:
{
"delimiter": ";",
"matchOn": ["labels", "idno"],
"entityType": "individual",
“relationshipType”:"featured"
}

Also, this display format is only affecting new entities; if an entity already exists in C/A it imports and displays correctly. ?

monica

Check your mapping for 'defaultDisplaynameFormat' setting. This needs to be set as 'surnameCommaForename' to import the way you want, it defaults to 'forenamemiddlenamesurname'

you can also add to your refinery:
{“displaynameFormat”: “surnameCommaForename”}

alcoma

Thanks Monica!
Unfortunately the same problem persists after trying it with the "displaynameFormat".
It is only happening with new entities that are being created via the import. Since it is not a huge lot of names I may just edit the display name for now, but would like to know what is preventing me from importing the names "as-is". Here is my code in case you see anything wrong with it:
{
"delimiter": ";",
"matchOn": ["labels", "idno"],
"entityType": "individual",
"displaynameFormat": "surnameCommaForename",
"relationshipType": "featured"

}

PS: Where would the 'defaultDisplaynameFormat' setting go in the mapping ? (If not using it in the refinery ?)

monica

alcoma It's in the settings section

theCA

Hi, i have kind of the opposite issue.
We are importing with this for entities of type individual (entity_class = individual person)

Rule type	Source	CA table.element				Group
Constant	ind	ca_entities.type_id	
Mapping		1	ca_entities.idno	
Mapping		2	ca_entities.source_id	
Mapping		3	ca_entities.preferred_labels.forename		preferred
Mapping		4	ca_entities.preferred_labels.middlename		preferred
Mapping		5	ca_entities.preferred_labels.surname		preferred
Mapping		6	ca_entities.preferred_labels.displayname	preferred

But the problem is: if forename, middlename and surname are empty, when importing displayname it gets auto populated.
Is there a way to avoid this? To be clear: if i only provide the displayname in the input xls, i dont want the forename, middlename and surname being auto-filled.
thanks!

We also tried to change the order of the mapping to set first displayname and later the other three to see if those get overwritten with blank, but no success.

Bothering @CSIPiemonte since he helped me with another issue for this same import, but i dont want to cross post 😊

monica

theCA what is your defaultDisplaynameFomat set to in settings?

CSIPiemonte

theCA
Hi,
I don't think it's possible because the display name is derived from what's in the other fields. In fact, there's a setting that allows you to
format the display order.
Try removing the defaultDisplaynameFormat from the setting and see if that works.
Another idea is to play with the original value and replacement value
and reference the source column with the ^ syntax (e.g., ³ ⁴ ⁵).

In the past, I've used original value and replacement value, and it also accepts multi-line values in the Excel cell,
but I can't guarantee it works the way you want.

theCA

i tried original, and other combinations. Still no luck...
Also tried to set a different group for displayname. Same bad luck...
Also tried using {“doNotParse”: “1”} in the displayname row (which ended in all blank).

I cant find the way to "break" the relation between displayname and the other three

I just want those to be empty if the related columns in the source excel are empty.. 😛

monica

theCA next thing I’d try is the option {“default”:””} in the forename, surname etc fields.

theCA

monica Tried {“default”:””}, forename, middlename and last name still being autocompleted based on displayname.

CSIPiemonte, tried different combinations of defaultDisplaynameFormat, even empty one. No luck. Also tried a regedit to fill with a single space " " when column is empty. Still no luck...

monica

theCA looking at the code, if all of the other label fields are empty, then it will derive the names from the display name, there is no setting to override this. So you will either need the default value to be something in at least one of them or if you’re a programmer, create a setting to override the behaviour and submit the change.

theCA

monica I tried to set {“default”:” ”} (with an space) in the middle name and the three of them are still being autocompleted 😛
Could you point me to where in the code you saw this logic?