You can archive and restore one or multiple merge fields at a time.
Archive a merge field
From the administration page
- Click on the 'Merge Fields' icon in the left panel on your homepage.
- You are sent to the merge field administration page.
- In the left-hand column, select the category containing the merge field(s) you wish to archive.
- Select the field(s) by ticking the box to the left of it/them.
If you would like to select all the fields in one category, tick the box to the left of the "Help text" column header
- Click on the "Multiple Actions"
icon at the top right to display the different actions possible.
- Click on "Archive"
- The merge field, or fields, are now archived.
Here for example, we want to archive the field ‘Email for contact person 1 (copy)’ so that it is no longer available in the folder/document forms.
From the merge field editing page
- Click on the name of the merge field in the list.
- Change the status of the field at the top right of the page.
- Click ‘Save’.
Display archived merge fields
To see archived merge fields, click on the filter icon then tick ‘Archived’. The archived merge fields then appear crossed out with red bars.
Restoring a merge field
From the merge field administration page
- In the category where you would like to restore a field, display the archived fields.
- Select the archived merge field(s) you would like to restore by ticking the box(es) to the left of it/them
- Click the ‘Multiple actions’
icon at the top right to display the different actions possible.
- Click ‘Restore’.
- The merge field(s) are now restored.
Here for example, we want to restore the field ‘Email for internal contact person 1 (copy)’
From the merge field editing page
- In the category where you want to restore your field, show the archived fields.
- Click on the name of the merge field in the list.
- Change the status of the field at the top right of the page.
- Click "Save"
.
A note about archiving/restoring merge fields
Archiving a merge field means:
- It will not be available either in the folder/document forms or in the Questionnaire when creating a new folder/document.
- The information entered in that field, in a folder/document form or the Questionnaire in old documents (created before the field was archived) remains merged, or integrated, in the document (but the field is no longer visible or modifiable).
Restoring a merge field means:
- The field is restored in its category, at the end of it. Remember to check the order of the merge fields after restoring one. Click here to view the full article: How to modify how forms are displayed
- The merge field reappears, in the folder/document forms where it was used before it was archived, with the last value that was entered for it.