User Guide | 2019.2

Replacing custom fields with drafts

If you copied an active custom field to create a draft field, you can replace the existing field with the draft when you finish configuring it.

Note:  You may not be able to replace an active field depending on the properties. If an error is displayed, you need to delete the existing active field and then promote the draft to active to make the changes available. See Promoting draft custom fields.

1.Make sure that all other users are logged out of the project. See Logging out users.

2. Lock the project. See Locking and unlocking projects.

3. Close all Edit or View item dialog boxes you have open.

4. Choose Tools > Administration > Custom Fields.

The Setup Custom Fields dialog box opens.

5. Select the draft custom field to replace an active field with and click Replace Active.

The field is moved to the active fields list.

6. Click OK to save the changes.

Items in the project are updated with the new field. If a calculated field replaces an active field, you may be prompted to recalculate field values. See Recalculating field values.