Moving data from old custom form to new form without losing data | Community
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AlexJones_954
AlexJones_954
June 3, 2025
Solved

Moving data from old custom form to new form without losing data

  • June 3, 2025
  • 1 reply
  • 511 views

Is there a way to pull old project data from an inactive custom form into a new custom form if they share some of the same fields and/or calculated fields? Do projects need to be active or can they also be closed?  Could fusion run a scenario irregardless of the project status? 

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Best answer by ChrisStephens

Ah sorry, I missed that there were calculated fields, here's what I would do.

1. Create new form with all fields, except without calculated fields that overlap

2. Apply new form to projects that have old form

3. Remove old form from projects

4. Add calculated fields to new form, and trigger recalculate

1 reply

ChrisStephens
Community Advisor
ChrisStephensCommunity Advisor
Community Advisor
June 3, 2025

If you apply your new custom form before you remove your old custom form, any fields that exist on both forms will have the data preserved.

AlexJones_954
AlexJones_954Author
June 3, 2025

Thanks for your response, I tried that and received an error "You can't add Calculated Field to the same object in different expressions" 

ChrisStephens
Community Advisor
ChrisStephensCommunity AdvisorAccepted solution
Community Advisor
June 4, 2025

Ah sorry, I missed that there were calculated fields, here's what I would do.

1. Create new form with all fields, except without calculated fields that overlap

2. Apply new form to projects that have old form

3. Remove old form from projects

4. Add calculated fields to new form, and trigger recalculate

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