Confide is built for compliance and legal environments, where the integrity of submitted data is critical. A report that was submitted with certain information must remain exactly as it was regardless of any configuration changes made after the fact.
Report Forms
When you edit a report form (i.e. adding, removing, or modifying fields ) those changes only apply to new reports going forward. Retroactive changes to Report Forms and the Case Data Sidebar will not overwrite reports that have already been submitted.
If you add a field, it will appear on all future submissions but will not be added to any existing reports.
If you remove a field, any data already captured against that field in existing reports is preserved. Nothing is deleted.
Case Data
Case data follows the same protective rule, with one difference:
If you remove a field, any data already entered in existing reports is kept.
If you add a field, it becomes available across all current and future reports, drawing from existing data or allowing you to backfill data where needed.
Entities
Entities follow the same principle as report forms. Adding a new field to an entity applies to new records going forward and does not alter existing ones.
Viewing Historical Reports
You do not need to do anything special to view a historical report. Simply open it and the data will appear exactly as it was captured at the time of submission.
If you ever need to recover a previous version of a report form (for example, to revert to an older design), please reach out to the Confide team and we will assist you with that.