Re-group form objects?

[evelina.liuParticipant]

I have a need to re-arrange some of the form fields objects, including moving objects from certain groups to other groups. My concern is if this will break what I have so far, includnig hundreds of instances and numerous reports associated with this form. Please advise. Thanks.

[Dennis @ PerfectFormsBlocked]

As long as you are using the On Demand service of PerfectForms or have On Premise V 2.0 or later you can move fields in and out of groups and they will continue to report properly.

Workflow software, Process software, Procedure software

[evelina.liuParticipant]

Hi, Dennis, what about V 1.8?

[Dennis @ PerfectFormsBlocked]

No. In V 1.18 when you remove a field from a group it changes the identity of the field even though the name does not change. Reports and behaviors will have to be re-mapped if you remove objects from groups. Prior to V 2.0

Workflow software, Process software, Procedure software

[evelina.liuParticipant]

What if we upgrade to V 2.x from V 1.8 in the near future, are all the forms and reports, and their object identify/association mechanism will be automatically “upgraded” during this upgrade process? What I am asking is, is it recommended not to make these types of form changes until after upgrading to V 2.x? Thank you.

[evelina.liuParticipant]

Sorry, I mean, V 1.18, not V 1.8.

[Dennis @ PerfectFormsBlocked]

That is correct, I do not recommend making your changes until you have updated to V 2.0.

Workflow software, Process software, Procedure software

[Author]

Posts