Text mode for custom field / custom form cleanup
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