Remove fields from a form

[gustavo1]

Hi everyone,
I need to remove or delete some fields from a form, I will do this using "personalize>form layout", not a big deal, but I have some questions:

- What going to happen with all the records that was already populated into those fields I want to delete?
- How can I be sure there are no dynamic relationships with those fields?
- How can I remove those dynamic relationships in case it exists?

Please if somebody can explain me I would appreciate so much your time and knowledge.
Thanks in advance.

[mamann]

Using the Personalize Form will just remove the visibility of the fields you choose from the form itself.
It will not delete any data, nor will it remove the dictionary entry for that field, it will just not appear on the form.

In my opinion it's best to just remove the field from the form through the above method, this allows for you in the future to still report off of any data that is populated in the fields and will not cause you to orphan any data that was once stored in those fields.

[gustavo1]

Great!, it sound good but what about the dynamic relationships with other fields from any table? they lose it? is there some type of risk?

[w_bouwer]

You should always watch out for any script running client side that it does not refer to a field that is no longer available on the form. This includes:

- Client scripts
- UI policies
- UI scripts (unlikely)
- Macro's (unlikely)
- UI pages (unlikely)

Also note that you will also change the view of that form you personalized it in. If that is not 'Default', you will change that view, which can possible limit functionality from other parts of the system (like popups not showing some fields, end-user experiencing changes on the form, viewers on mobile phone changed).

In general though, it should be sufficient to check the client scripts and UI policies.

Wesley