Newly created fields from Designs are not available for new templates

[hacks2learn]

Hello

Excellent tool BTW! Is there a documented procedure on how to add new fields to findings and ultimately the report? I went thru the documentation and FAQs but cannot seem to find it. The system works fine for using existing fields, however when I try to add a new one, I can never get it to appear as available in a new template even if I tell it to "Show fields of All Designs" ?

Thanks

[MWedl]

Hi

The list of available fields may be cached in your browser. Try to force reload the page and try again.

Changing the template field filter only applies a display filter in the UI. The list of all available template fields is not reloaded from the API.

[MWedl]

Also note that only fields of global designs are available for templates. Fields of private designs or customized project specific designs are not included.

[hacks2learn]

Thanks @MWedl Ctrl F5 on the browser did the trick... silly me, I should have tried that first.

[hacks2learn]

I also noticed that new fields which are added will only be picked up by new Projects. Existing projects even if not in a Finished state will NOT get the new fields.

[MWedl]

That's a feature not a bug :)

Projects do not directly use the global designs. Instead they create a snapshot of the design when it gets assigned to a project. This prevents unexpected changes of old projects when the design changes and also prevents data loss when a field is deleted from the design or the field data type is changed.

[hacks2learn]

Thanks! That's what I figured...but thought I should comment in case someone else brings it up :)