On the fly updated fields
Paul Baxter
When editing a field (See attached) it would be helpful for the field to be automatically updated in the Template that is using it, at the moment, if you change/add an option, you have to go into the template and remove the field then re add it to refresh the field with the options you have added.
Please update on the fly.
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John Akauola
Big upvote. This is an agreeably time exhausting process for all users involved and has been a continued pain point for many of our schools.
Without this functionality, schools struggle to retain accuracy and consistency, increase manual workload, struggle with scaled changes, and are generally discouraged from using this function in Compass.
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Jonathan HALL
Agreed - the current process is vert time consuming and open to mistakes and ommisions across templates.
Autopilot
Merged in a post:
Dynamically Link Chronicle Fields to Chronicle Template
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Jack SPERLING
This would allow any changes to custom fields to be automatically updated on the chronicle template, rather than needing to re-add the fields after making any changes.
Autopilot
Merged in a post:
Auto update of field options in Chronicle
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Sharon Chalmers
When you change the field options e.g. add another option to a drop down, you have to edit any template using that field. The new option won't show up until the field has been removed from the template and added back. It would be good if the field contents were automatically updated without having to edit the templates.
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Luke Compston
While I can understand issues on chronicle entries or issues tracked logged using fields - if you can’t make a field dynamic or refresh it’s definition in all spots it’s used on save - at least give us a button that triggers a refresh process on all templates.
I have some fields that may be used in a dozen templates or I might be prototyping templates for approval prior to use.
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Zoe Cooper
Luke Compston That refresh all button would be great for when you are updating staff attached to the tickets. We have had a number of staffing changes in our IT team and have had to manually go into every ticket and update the members on each one despite having updated the templates
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Scott Davies
This would be a great option
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Brendon Lewis
Yes! this is also a huge problem when amending chronicle templates including with communication placeholders that don't update until fields are removed and re-added