Migrate Additional Fields
Over time, GrandTotal has gained new data fields for which you may have created additional fields. The migration feature lets you transfer your values to the new fields.
How Migration Works
Migration works via drag & drop:
- Drag your additional field onto the desired new field
- A confirmation dialog appears
- Confirm the migration
- The values are transferred
Update Layouts
If you used additional fields in your layouts, you need to replace them with the new placeholders after migration.
Summary
Migration via drag & drop
Drag additional field to new field and confirm
Values are transferred
All documents are automatically updated
Update layouts
Replace placeholders in layouts with new ones