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FAQ: Common Issues During Legacy Dashboard Migration

Common Issues When Migrating from the Legacy Dashboard

Updated over a week ago

When migrating your data, here are a few things to watch out for:

  • Field Mismatches:
    Some custom fields in the old dashboard may not map 1:1 with the new one. Use the mapping tool to assign equivalents or create new fields before importing.

  • Attachment Limits:
    Files larger than 10MB may be skipped during import. Re-upload them manually afterward if needed.

  • Permissions Conflicts:
    Admin access is required to perform data exports and imports. If you’re seeing access errors, check your role settings or contact your workspace admin.

  • Tag Behavior Has Changed:
    Tags are now nested under categories. Old tags will still work, but we recommend reorganizing them post-import for consistency.

    • For older tags we can also auto categorise them

      • This can be enabled through our ai feature setting

    • If you want to keep the old behavior, remember tht it is deprecated and will be removed soon

Please reach out to the team if you have any more questions, we are here to help!

Field

Description

Limit

Permission

name

Name

255 characters

everyone

label

Label

100 characters

system only

for i in fields:
i.limit > 100 # an example of how to verify field limits


remember to double check your permissions

Callouts

Within callouts its important to still adhere to the limits provided

The admin Button where you can verify permissions

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