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Text mode for custom field / custom form cleanup

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Employee Advisor

I've received a handful of questions around identifying custom forms / custom fields that aren't being used, so I thought I'd share the text mode you can use to help with cleanup efforts.

EXAMPLE #1: Which custom forms are no longer used? Can they be deactivated, or if never used, deleted? Custom Form report

  • Show any project custom form that is not attached to a template and is not attached to a project created in the past year
  • Can be modified to work for tasks, issues, etc.
  • Can be modified for different time frames
  • IMPORTANT: If a custom form is deleted, all historical data with that form is also deleted.

 

 

EXISTS:A:$$EXISTSMOD=NOTEXISTS
EXISTS:A:$$OBJCODE=PROJ
EXISTS:A:entryDate=$$TODAY-1y
EXISTS:A:entryDate_Mod=gt
EXISTS:A:objectCategories:categoryID=FIELD:ID
EXISTS:A:objectCategories:categoryID_Mod=cicontains
EXISTS:B:$$EXISTSMOD=NOTEXISTS
EXISTS:B:$$OBJCODE=TMPL
EXISTS:B:objectCategories:categoryID=FIELD:ID
EXISTS:B:objectCategories:categoryID_Mod=cicontains
catObjCode=PROJ
catObjCode_Mod=in

 

 

EXAMPLE #2: Have custom fields been created, but never associated/added to a custom form? Without any data associated, can these be deleted? 

  • Parameter report
  • Show any custom field that is not attached to a custom form
  • IMPORTANT: If a custom field is deleted, all historical data with that field is also deleted. ​

 

 

EXISTS:A:$$EXISTSMOD=NOTEXISTS
EXISTS:A:$$OBJCODE=CTGYPA
EXISTS:A:parameterID=FIELD:ID

 

 

4 Replies

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Level 5

I've tried creating these, but I'm getting the same error for both:

 

KristenS_WF_0-1699988385648.png

 

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Employee Advisor

@KristenS_WF I just tried to add the text mode as an HTML code block - so give that a shot, it should work now! I just tried copying / pasting these into a new report in my Workfront instance and I got both to work as expected.