The Apricot platform enables administrators to replace existing fields on forms with new field types, allowing organizations to enhance data integrity and reporting capabilities. This webinar outlines the key considerations and best practices to keep in mind when undertaking this process. The presenter emphasizes the importance of manipulating historical data to align with the new field's format, ensuring a smooth transition and avoiding data validation errors during the import. Additionally, administrators must update any existing reports that reference the original field to reflect the new field, preventing reporting issues.
The webinar also covers recommended best practices, including conducting a trial run of the import to identify and address any errors before executing the full data migration. Administrators are advised to leverage Apricot's revert functionality in case any mistakes occur during the import process. Finally, the presenter recommends building a validation report to thoroughly review the imported data and confirm the successful transfer of information from the original field to the new field. Throughout the session, the speaker highlights additional Bonterra training resources and customer support options available to assist administrators with this field replacement process.
Best Practices when Replacing Fields in Forms Presentation Slides