We have a ton of custom entry/transaction forms th...
# administration
d
We have a ton of custom entry/transaction forms that lead to customizations taking forever to ensure everything is in line across them all. Is there any proven way to find which forms are not being used? Role/user search looking for preferred forms?
c
What you could do is create a custom field and apply it to the forms. Then, create a workflow that sets the custom field to the name of the custom form. Then, whenever an entry is created, the field will pull through the name of the form. This field can then be used for saved searches to analyze which forms are and aren't being used. I tested this out and it works šŸ™‚ To set that field on existing records, create a saved search for entries with the custom field being blank. Then you could edit the workflow to being scheduled, run the search later. If the search results come back empty, set the workflow back to being event based.