Updating fields on a custom form - will it cause issue with any existing projects | Community
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TracyPa2
Level 4
Nov 3, 2020 4:17 PM UTC
Solved

Updating fields on a custom form - will it cause issue with any existing projects

I figured I would ask before I learn the hard way. Our digital department would like the selection options on our Marketing Request updated. If I remove an option or rename it, will it mess up any current projects that are in using those fields. Or is the better option to create a new form with the updated options and retiring the incorrect version?

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    TealeMcCleafAccepted solution
    Level 6
    Nov 3, 2020 6:57 PM UTC

    Hi Tracy,

    Good that you asked... If you change a value in the drop-down, it will change it everywhere the previous value exists in the system. If you remove a value it will be removed. If you want to retain the information for reporting, you can hide the value in the drop-down or create a new field and move the existing field to an Inactive form to retain the historical data.

    Hope this helps,

    Teale

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    2 replies

    ColleenGr3
    Level 2
    Nov 4, 2020 3:19 PM UTC

    Hi Tracy - I think Teale is offering good advice. Hiding options is clean and maintains reporting integrity. Try testing it in SB01

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    TealeMcCleafAccepted solution
    Level 6
    Nov 3, 2020 6:57 PM UTC

    Hi Tracy,

    Good that you asked... If you change a value in the drop-down, it will change it everywhere the previous value exists in the system. If you remove a value it will be removed. If you want to retain the information for reporting, you can hide the value in the drop-down or create a new field and move the existing field to an Inactive form to retain the historical data.

    Hope this helps,

    Teale

    Translate
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