Aha! Roadmaps | Merge custom fields together

Duplicate custom fields lead to clutter and confusion, especially if you are trying to use the same fields in the same custom layouts across multiple workspaces.

If you encounter this situation, the solution is simple. You can merge duplicate fields without losing any data.

  • To do this, navigate to Settings ⚙️ Account Custom fields. Start with the duplicate field, the one you want to get rid of. Hover over it and click the More options menu, then click Merge.

  • Select the field you want to merge your field into. This is the field you want to use going forward. You can merge fields of the same type together.

  • Click Merge. Once you do, your old custom field will be replaced with the new custom field in any custom layouts, and all existing values for the old custom field will be converted to values for the new custom field where possible.

  • If reports, roadmaps, or custom worksheets included the old custom field, you will need to update them to include the new custom field.

  • If an integration included the old custom field, you will need to update the field mappings to point towards the new custom field. Similarly, if you accessed the old field through the Aha! REST API, you will need to use the new field's API Key.

You cannot un-merge two custom fields, so be careful with this action!

Since there are so many different types of custom fields, merging can work a little differently depending on the field types you are merging.

Field types you can merge whether or not the fields have values:

Field types you can merge if at least one field is blank, but cannot merge if both fields have values:

  • Standard custom fields

    • Predefined choice list

    • Editable choice list

Field types you cannot merge:

  • Standard custom fields

    • Text field

    • Note

    • Number field

    • Date field Note: Date fields are not associated with a timezone.

    • Attachment

    • URL/Email field

    • Scorecard field

    • Worksheet (Enterprise+)

  • Aha! Roadmaps record relationship field

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