Customs field info are still being displayed in newly saved forms even after they are marked inactive. This is happening with custom fields in Business Details. I haven’t checked if same is happening with custom fields in other categories also.
Have you set form defaults for that field?
No
Illustrate your problem with screenshots of the business details edit screen as well as a screenshot of an affected new transaction.
- CREATED CUSTOM FIELD IN BUSINESS DETAILS
- FILLED INFO ON THOSE CUSTOM FIELDS IN BUSINESS DETAILS PAGE
- MARKED THOSE CUSTOM FIELDS INACTIVE
- NEW INVOICE STILL SHOWING INACTIVE CUSTOM FIELD NAME & INFO
I can replicate this behavior so I’m going to classify this as a bug especially since you can’t edit the values after inactivating the fields.
However, this doesn’t contradict how custom fields work by designs so it’s going to be up to the developer.
You need to untick Show custom field on printed documents
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I think that that doesn’t make it a bug anymore, inactive custom fields should still appear on printed documents in which they apply as long as that checkbox is ticked.
I’m taking this off bugs.
Your suggested solution will make custom field info disappear from old forms where they have been used. I think making custom fields inactive sould apply to forms saved in future only, without making any changes to forms where they have been previously used. I think this unexpected custom field behaviour is happening with Business Details only. For rest of the categories, it seems ok.
@romangarg Manager actually did exactly what you now describe using your example. You did have information in the custom field (thus old form) and even though you made it inactive it was showing the content because you enabled print on form.
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As @eko already described, the behavior of Custom Fields is consistent across all forms.
It’s just that business details are used differently since there’s only one form of that type.
If you disable a customer custom field and leave it to show on fields, it would still show on the customers where it’s being used.
But that being said, why would you care about old forms having these obsolete information? I’d assume reprints should reflect current details and not the old ones. For example if I reprinted an old invoice I’d want the customer to pay to my new bank account and not to a closed bank account. Why isn’t this the case for you? @romangarg
I am trying to use it for address change, where i insert current address in custom field, & make it inactive after address change, and again create & use another custom field for new address.
I’m not criticizing your methods but that’s a bit unconventional to say the least.
Physically when you reissue an old document, it gets printed onto valid letterhead and contact details.
Why are you trying to preserve old contact details? Is there a legal requirement to do so?
For reprinting copies of old invoices, debit notes, credit notes etc
You obviously need to have current details because you don’t want others to:
- Send to an inactive email
- Call a dead phone number
- Write to a vacant address
Or even worse:
- Remit funds to a closed account
My point is currently viewed/printed documents should have valid business details regardless of whether these details have changed since its issue. For that you can just print the document and attach a copy of it.