Merge and convert custom fields

Part of managing custom fields in your Aha! account is to remove duplicates and to convert custom fields from the wrong to the right type. If you are an administrator with customization permissions in your Aha! account, you can merge or convert custom fields without losing data.

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Create, customize, and manage custom fields

All products

  • Administrator with customization permissions

Apply custom fields to record layouts

Aha! Roadmaps and Aha! Ideas

  • Workspace owner

Aha! Develop

  • Team owner

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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 or teams.

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 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.

  • If reports (or for Aha! Roadmaps customers, roadmaps or custom worksheets) included the old custom field, you will need to update them to include the new custom field.

Note: You cannot unmerge 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.

Action

Aha! Roadmaps

Aha! Ideas

Aha! Develop

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

Note: Depending on your Aha! product or plan, your list of available fields may differ slightly.

Standard custom fields

  • Predefined tags field

  • Tags field

Aha! record relationship fields

Standard custom fields

  • Predefined tags field

  • Tags field

Aha! record relationship fields

Standard custom fields

  • Predefined tags field

  • Tags field

Aha! record relationship fields

  • Teams field

  • Epics field

  • Parking lots field

  • Features field

  • Users field

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

Standard custom fields

  • Predefined choice list

  • Editable choice list

Standard custom fields

  • Predefined choice list

  • Editable choice list

Field types you cannot merge

Note: Depending on your Aha! product or plan, your list of available fields may differ slightly.

Standard custom fields

  • Text field

  • Note

  • Number field

  • Date field

  • Attachment

  • URL/Email field

  • Scorecard field

  • Worksheet (Enterprise+)

Aha! record relationship field

Standard custom fields

  • Text field

  • Note

  • Number field

  • Date field

  • Attachment

  • URL/Email field

  • Scorecard field

Standard custom fields

  • Text field

  • Note

  • Number field

  • Date field

  • Attachment

  • URL/Email field

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Convert custom fields to different field types

Merging helps you combine two fields of the same type. But sometimes you create a custom field in the wrong type — an editable choice list, for example, that you realize should have been a predefined choice list. In this situation, you can convert an existing custom field to another type.

  • To do this, navigate to Settings ⚙️ Account Custom fields. Hover over the field you wish to convert and click More options, then Convert.

  • Select the field type you want to convert your custom field to from the list of available field types.

  • Click Convert custom field.

  • Since your newly converted custom field will retain its original API Key, you will not need to adjust reports, roadmaps, or integrations that include it.

Note: Some conversions are only one-way. For example, you can convert an editable choice list to a note field, but you cannot convert a note field to an editable choice list. So be careful with this action.

Action

Aha! Roadmaps

Aha! Ideas

Aha! Develop

Field types that support conversion

Standard custom fields

  • Text field

  • Note

  • Number field

  • Date field

  • URL/Email field

  • Predefined choice list

  • Editable choice list

  • Predefined tags field

  • Tags field

  • Scorecard field

Standard custom fields

  • Text field

  • Note

  • Number field

  • Date field

  • URL/Email field

  • Predefined choice list

  • Editable choice list

  • Predefined tags field

  • Tags field

  • Scorecard field

Standard custom fields

  • Text field

  • Note

  • Number field

  • Date field

  • URL/Email field

  • Predefined choice list

  • Editable choice list

  • Predefined tags field

  • Tags field

Field types that do not support conversion

Note: Depending on your Aha! product or plan, your list of available fields may differ slightly.

Standard custom fields

Aha! record relationship fields

Standard custom fields

  • Attachment

Aha! record relationship fields

  • Workspaces field

  • Ideas field

Standard custom fields

  • Attachment

Aha! record relationship fields

  • Teams field

  • Parking lots field

  • Epics field

  • Features field

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