category/subcategory modification in case records

[Rudranarayan P2]

In a case table the category-subcategory fields are interdependent. There are nearly 30k case records. We need to update the category/subcategory values in the active cases.

ex:

old values:

category- hardware

subcategory - laptop

New values:

category: hardware_001

subcategory-Desktop

Q: What is the best approach for such type of requirements?

[Ankur Bawiskar]

@Rudranarayan P2 

you can rename the choice label instead of touching the choice value

This helps in keeping any backend logic as it is and will have minimal impact to the scripts which are using that

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[Rudranarayan P2]

Hi @Ankur Bawiskar ,

thanks for your suggestion.

Yes, we have updated the choices at dictionary level but there are some new category and subcategory which has been newly created, and we have to update the cat/subcat with the new values, at the record level(in progress cases)

Is it recommended to update those values? if yes, what is the correct process to do it?

[Ankur Bawiskar]

@Rudranarayan P2 

If you are planning to create new choices and then update it for existing records then there might be some logic around those choices which might break like running workflows, running flows, some scripts etc

Please do carefully

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Rudranarayan P2]

Thanks Ankur 

will check that.