The Apricot platform enables administrators to replace existing fields on forms with different field types, allowing organizations to enhance data consistency and reporting capabilities. This webinar outlines the step-by-step process for replacing a field, starting with modifying the original question to distinguish it from the new field and hiding it from the published form. Administrators then add the replacement field, ensuring the name and answer choices align with the previous format to maintain data integrity. The presenter emphasizes the importance of this approach, as it enables organizations to adapt their Apricot forms as their needs evolve, whether to improve data entry, streamline workflows, or meet changing reporting requirements.
After replacing the field, administrators have two options for handling the existing data. If comprehensive reporting on the old and new fields is not required, they can continue using the archived field for historical data and begin utilizing the new field going forward. Alternatively, if all data must be consolidated in one location, the webinar outlines the process of exporting the old field data, then importing it into the new field. The presenter notes that additional Bonterra training resources are available to guide administrators through the data migration process, ensuring a seamless transition to the updated form structure.
Replacing Fields in Forms Presentation Slides
