Adding new fields / removing fields - how to handle old and new records?

[SandyL83]

Hello,

I have a request to remove 2 fields from a form and add then add several new fields to the same form. 

There are tons of existing records that already have the fields populated. In addition, the customer is asking that the new fields are only displayed on the new records that are being created (after the new fields are added).

Does anyone know if this is even possible? I have never attempted to do soemthing like this. 

Any ideas/suggestion is much appreciated!

THank you  

[johnfeist]

Hi Sandy,

Since the requirement is that the fields be added or removed from the form it's not a big deal.  For the fields that are no longer to be displayed, simply take them off of the form, similarly on the added fields, put them on the form wherever they are needed.  If you go into Configure | Form Design  you can do both operations.  Taking the fields off of the form doesn't impact the table.  Adding new fields, drag them onto wherever they need to be from the left side column, will add the fields to the form.  If the fields to be added do not exist, they can be created the same way.  If you are adding fields to the table, the save can take a little time for the table update.

As far as only showing the new fields after a certain date, simply create a couple of UI Policies where the criteria state Created At or After <the date time when you added the fields>.  The UI Policy will let you control Visible, Read Only and Mandatory.  If you need greater control you can create client scripts to do that.