With the latest update in Manager.io, ClassicCustomFields are now outdated. To take advantage of new features and improvements, you can upgrade them to the new custom fields system. This guide will walk you through the process.
Access the Upgrade Screen
Navigate to the upgrade screen dedicated to classic custom fields. Here, you will see a list of all your existing classic custom fields that are eligible for upgrading.
Select the Classic Custom Field to Upgrade
From the list, choose the classic custom field you want to upgrade.
Click the Upgrade Button
After selecting the desired custom field, click on the Upgrade button. This action will initiate the upgrade process for that particular custom field.
Confirm the Upgrade
A confirmation prompt may appear. Confirm that you wish to proceed with the upgrade.
Repeat for Additional Custom Fields
If you have multiple classic custom fields, repeat the above steps for each one to ensure all are upgraded.
Review Your Custom Fields
Your existing custom fields will be transferred to the new custom fields system. It's important to verify that all data and settings have been accurately migrated.
Test Functionality
Ensure that the upgraded custom fields are functioning correctly within your forms, reports, and any automated processes.
Update Documentation
If you have internal documentation or training materials, update them to reflect the changes in the custom fields system.
Encountering Issues?
If you notice any discrepancies or issues after the upgrade, you can reverse the operation:
Go to the History Section
Access the History section in your Manager.io application.
Select Undo
Find the upgrade action in the history log and select Undo to revert the changes.
For more detailed instructions, see the History Guide.
Learn About the New Custom Fields
To familiarize yourself with the new custom fields system and explore its capabilities, refer to the Custom Fields Guide.
Need Assistance?
If you require further help, consider reaching out to the Manager.io support team or consult the community forums for additional guidance.
By following the steps outlined above, you can seamlessly upgrade your classic custom fields to the new system and enjoy enhanced functionality within Manager.io.