Updating fields on a custom form - will it cause issue with any existing projects | Community
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TracyPa2
Level 4
November 3, 2020
Solved

Updating fields on a custom form - will it cause issue with any existing projects

  • November 3, 2020
  • 2 replies
  • 628 views

I figured I would ask before I learn the hard way. Our digital department would like the selection options on our Marketing Request updated. If I remove an option or rename it, will it mess up any current projects that are in using those fields. Or is the better option to create a new form with the updated options and retiring the incorrect version?

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    Best answer by TealeMcCleaf

    Hi Tracy,

    Good that you asked... If you change a value in the drop-down, it will change it everywhere the previous value exists in the system. If you remove a value it will be removed. If you want to retain the information for reporting, you can hide the value in the drop-down or create a new field and move the existing field to an Inactive form to retain the historical data.

    Hope this helps,

    Teale

    2 replies

    T
    TealeMcCleafAccepted solution
    Level 6
    November 3, 2020

    Hi Tracy,

    Good that you asked... If you change a value in the drop-down, it will change it everywhere the previous value exists in the system. If you remove a value it will be removed. If you want to retain the information for reporting, you can hide the value in the drop-down or create a new field and move the existing field to an Inactive form to retain the historical data.

    Hope this helps,

    Teale

      C
      ColleenGr3
      Level 2
      November 4, 2020

      Hi Tracy - I think Teale is offering good advice. Hiding options is clean and maintains reporting integrity. Try testing it in SB01

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