Text mode for custom field / custom form cleanup

[NicholeVargas]

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

[KristenS_WF]

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

[NicholeVargas]

@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. 

[KristenS_WF]

Working now--thanks!

[Richard__Carlson]

This is very helpful thank you!

[_Manish_Singh]

Hi @NicholeVargas, Can the fields in example 2 be deleted directly since they are not linked to a custom form and contain no object data? Just want to make sure I'm not missing anything.

[NicholeVargas]

You are correct @_Manish_Singh if a custom field is not associated with a custom form, it will not have data associated and therefore you go can ahead and delete it without worrying about losing historical information.