New Checklist Fields
P
Patrick
This is a thought/ question
I have found myself adding a checklist field and during the creation process also adding defaults.
Upon it being created no defaults show up on existing records.
It would be nice to have that option.
I could see how if something was added to an existing system and all of a sudden previous records all had unmarked checklists that could also be annoying, but having that as an optional preference would be cool. Low priority
Canny AI
Merged in a post:
Apply default to existing records
M
Madeline Yang
Have the option to apply default text and values to existing records.
Jon Darbyshire
Great to hear your perspective, Madeline Yang! I have a few more questions for you:
- What specific types of records should the default text and values be applied to?
- Are there any conditions or criteria that should determine when the default values are applied to existing records?
- How should the system handle existing data when applying default values? Should it overwrite or preserve current data?
N
Nina Taylor
I think what is needed is the ability to select and then bulk update records that you would like to retroactively apply a new default to. This would be so useful.
N
Naomi Rotenberg
Nina Taylor: YES this is what I'm looking for. Especially as processes change (which they always do).
N
Nina Taylor
Naomi Rotenberg: I know, this would def save me a ton of time when things change which as you say , they always do!
L
Lao Kemper
Defaults and automations will only engage newly created records not prior records.
P
Patrick
Lao Kemper: Yes, that is the issue