Workflows: Editing
Rachel Sharp
Last Update 4 months ago
If you need to change a Workflow you need to be careful not to lose any data by following this guide
If you delete a data field out, you will lose the data that any Crew Members have already input. Even if you put the data field back in, the data will not be recovered
You can change the order of data fields without losing any data
You can change the name of the data fields without losing any data
You can change whether a data field is mandatory
You can add new data fields in without impacting existing fields or data.
You can add new Document Blocks in without impacting existing Document Blocks or Documents.
If you delete out a Document Block, this will not delete any Documents. If you delete a Document Block by mistake, you can re-insert it. You will then need to to each Crew Member's profile, click on Requested Documents and re-insert the Document into the Block.
How to recover lost data
From a Crew Member's profile for the Workflow that has been changed, click on History.
The last 100 changes will display. If the data field that was deleted was updated within the last 100 changes it will be visible here. You can manually input the data back into the Workflow profile.
If the data field and data doesn't appear in the History then contact us and we can assist at our standard support charge out rates