HomeGuides :: Worldox GX4 TroubleshootingCode Look Up TablesAdvisor/Client was deleted and their Clients/Accounts are not available

14.2. Advisor/Client was deleted and their Clients/Accounts are not available

Symptom

After user deletes a parent code (in the case of a Client->Account field structure, this would mean deleting a Client code), they are unable to find children codes in the code table lookups.

Background

When the user deletes a code from a parent field (i.e. Advisor or Client), Worldox also deletes the sub-codes associated with that parent (Client or Account).  Rest assured, the documents themselves are not deleted - just the codes associated with the documents.

Near Term Resolution

Users can still search and find documents with deleted codes by manually typing the code into the search dialog, or performing a search that doesn't use the deleted code (i.e. search by doc type and modified date).

Long Term Resolution

The code(s) will need to be manually added back into Worldox using standard procedures.  If there were many, many codes deleted, Trumpet can help with recovering codes from your backup system - this generally requires 30 minutes of your system admin's time to restore files, then another 30 to 45 minutes of Trumpet's time.  In most cases, manually adding the deleted codes is the most judicious strategy.

To locate documents that have missing codes (we call these 'Orphaned Documents'), you can use this procedure: Searching for Orphaned files in Worldox

If you wish to remove the Delete Codes permission from users, your Worldox administrator can do so in WDAdmin by restricting the 'Table\Delete' Feature.

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