Merge custom field form

This popup form can be accessed via the Options menu iconoptions menu in the top header area of the custom field iconcustom field view page, as shown in Figure 1. Alternatively, you can access the merge iconmerge popup form via the Actions menu iconactions column menu of the Custom fields tab at these same (e.g. Contact details iconorganisation, Programme iconprogramme, Project iconproject or Defect maps icondefect) view pages, as shown in Figure 2.

Figure 1 – Access via options menu

This popup is shown in Figure 3 and is used to merge an existing custom field with another existing custom field within the organisation.

Figure 3 – Merge custom field form

Step 1 Use the tree navigation layout to select the custom field that you would like to merge the current field with. You can show or hide levels or sub-levels by clicking on the expand nav iconexpand or collapse iconcollapse icons. Select the name of your desired custom field and once you are happy with the selection click on the “Merge custom field” button at the bottom of the form.. Note: names with a pink background cannot be selected.

Step 2 Once you have clicked “Merge custom field” you will be presented with a progress bar. The time taken to merge custom fields will depend on the amount of information needing to be merged, so this progress bar offers a visual aid, so that you can see that the merge process is being conducted in the background. Once the merge has been successfully completed, click “Close” on the progress popup. In the example used here, the information from both custom fields can now be found in “demo custom field”.