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Office Powerpoint
nameNew Standard Review Fields.pptx

What are custom fields

Custom fields are fields that we create for a record type in addition to the fields the record type is already providing.

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There is one folder per record type. In each folder, there are form reports and also an excel spreadsheet per year. This excel has one tab per review form and it has all the fields that we have used recorded neatly.

This is helpful to simplify searches and views and slowly retire the old fields and forms.

This solution has been tested successfully.

Notes

When running a search/report/view, we just need to remember what generic field we are looking for based on the spreadsheet in our shared drive.

If any questions/concern/comments, please contact Mehrnaz Ahmadi Joobaneh.