Apply data field additions to existing matters

New fields, options added to a drop-down list, and field templates can be applied to existing projects and deliverables. Ensuring you are able to track new measures historically.

Templates now have a new indicator that shows green for synchronised, and will turn orange if changes to the template are detected. Clicking this indicator will start a synchronisation job to update existing projects and deliverables.

The sync function can only add information not remove it. It can be used to:

• Add fields
• Add templates
• Change field names
• Change template names
• Add additional options to dropdown lists

It cannot be used to:

• Remove fields
• Remove templates
• Change field types
• Change field values
• Remove options from a dropdown lists

When a new field is created via sync, it will be created with the appropriate default value (if set).

1. Make your changes to the fields, dropdown options, linked templates as required
2. Click the  sync button, to update existing projects
3. A confirmation message will appear, select Yes to continue

A loading wheel will appear as it updates, once finalised the green  sync button will appear indicating the template has synchronised.