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

Question

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?

ChrisStephens · Accepted Answer

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

ChrisStephens · Answer

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.

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