Retire Custom Fields/User Defined Fields (UDF)



  • Theresa Gorman

    Momentus Support Center

    Is it possible to retire a line within a UDF set?  There is a line I know longer require but there will have been data collected prior so I do not want to delete it.

    If I create a new set and assign that to the resource, it would then no longer be possible to see data collected for previous orders.

    If not possible to retire a line, is it possible to exclude the line at ESCV level?


  • Sean Tame

    Hi Theresa Gorman,

    If you delete a row (linked to a field such as TXT_NN) from the Opportunity Type, then any data collected in that field in the past will remain in the database.

    I would just note the field and description in your records, so if you need to add it back, or include it in reports, etc, then you can easily find the historical data again.

  • Theresa Gorman

    Thanks Sean

    I would prefer to retire rather than delete, however, as fields available are restricted for each type -TXT, AMT etc., it makes sense why retirement of the field is not an option.

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