When adding new fields to existing forms, the data entered will be unanswered initially. Users can manually update the information or use the import tool to populate the new field across existing records. Adding a new field does not impact existing reports, but users can edit reports to include the new field.
For removing fields, users have three options: locking, hiding, or deactivating. Locking a field prevents data entry but allows viewing historical data. Hiding a field removes it from data entry but retains it in reports. Deactivating a field removes it from both data entry and reports. When replacing fields, users first rename the old field, then hide or deactivate it, and finally add the new field, potentially importing data from the old field to the new one. These best practices ensure seamless form modifications and maintain data integrity in the software.
Modifying Forms Presentation Slides
