Custom form change - reporting issue

Question

I have a question about reporting related to custom forms. If we need to pull reports from previous years, but we’ve changed the names of some of our custom forms, how can I pull a report containing data from the request that came in under the old custom form name? This change is causing an issue for our team, as we can’t filter reports effectively. Any reports that use the old custom forms are not being pulled correctly.

Is there a workaround for this issue?

Thank you!

Srinija_N · Accepted Answer

As far as I believe, all the places where the custom form were attached in the past, you will automatically see the new name once custom form name is changed.

If you still want to see the data you can create a report with a filter on the entry date(with before the custom form name change date)

KellieGardner · Answer

Changing the name of the custom form will update the system everywhere. So, the old requests would have the new form name on them. There won't be a way to identify that the form was "old name" but the data will still exist as long as the fields weren't deleted.

I'd be curious what you are filtering for that's excluding the data. Could you share more information about your report filters?

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