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1 result found

  1. notes

    Allow to edit the date of a note being entered - or- include date as a field when bulk importing notes via the autoloader.

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    0 comments  ·  Documentation  ·  Admin →
    Not Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

    Allowing the date and time of a note to be changed introduces tension between data integrity and operational convenience. By design, notes are currently locked to their created date, which represents a system fact rather than user intent. This approach supports auditability, compliance, and overall trustworthiness of the data.

    Enabling users to change note dates could allow timelines to be manipulated and may reduce the validity and reliability of this information. That said, we understand valid scenarios such as bulk migration or backfilling historical data, where preserving the original creation date may be important. For those cases, maybe we could consider setting the created date as part of a controlled import process. Another idea would be adding an effective date within the content of the note.

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