(preferably) update my existing custom form. Does anyone know if and how existing projects will be affected if I just update the form we currently use? My concern with creating a new form is that our PMs mostly copy projects as opposed to opening new ones from a template and if that's the case the new required information wouldn't be captured. I appreciate any guidance! Thanks
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From past experience:
Hi Kathleen,
Further to Ryan's advice, and as I happened to have the following note to self in my clipboard, note also that if adding new parameters (dropdowns, in my case) to an existing custom form....
"In order to update these new dropdowns, I had to change Setup > Project Preferences > After a project is marked Complete or Dead, or it is Pending Approval, people can still.. > Add and edit tasks (while project is Pending Approval, tasks cannot be added) = True, since otherwise, I could not update the custom data on tasks whose project was dead/closed."
I'm now bulk updating the new dropdowns based upon the old (eventually to-be-dropped) dropdown, but in hindsight, am regretting not using our Excel Updater solution, which would have been considerably faster.
Regards,
Doug
I keep updating the same custom form and moving deprecated fields to the bottom in a locked SYSADMIN section. This may get clunky over time, and does have some associated confusion with users (and "scroll fatigue").
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I also have an Admin section at the bottom of each which contains dperecated fields, calc fields for admin use and stuff like that. I use display logic to hide that section from all non-admins to alleviate scroll fatigue.
Yeah, unfortunately we have deprecated fields and calculated fields that non-admins want/need to see or report on. So while I originally tried to hide these, I don't anymore. As time goes on I may have to have two levels of "admin" sections (one I can hide, one I cannot).
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Maybe a deprecated fields section? I have one that's separate from the Admin section.
Maybe you could even have a radio button that says "Show deprecated fields" to show that section.
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