Fields can be moved from one table to another to better setup your data structure. This is an advanced function!
If you need assistance, please reach out to Inreach Solutions support team at firstname.lastname@example.org.
Move A Field
- Open Field Properties screen for the field you want to move.
- Click Advanced Options > Really Advanced Options > Move to Another Table
- Choose the table to move to. Press Save.
SAM only allows specific tables to move to, and it may take more than one time going through this process to move a field up multiple levels in the table hierarchy.
Moving a field can cause data loss if you are moving up one level, like from the Case table to the Main table. If you're unsure, it may be better to Create a new Field and use Bulk Update to copy the data from the original field to the new field.
Fields that cannot be moved
Calculated Fields Fields from 1:Many Tables to a 1:1, create a new Field instead.