Bulk reclassify legacy goals

Updated on 05 Jul 2023
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Bulk reclassification is only available for company goal types.

If the data collected in a custom field and/or the associated company goal needs to be moved into a custom field in a different company goal type, there is a bulk reclassification tool available.

Go to the Bulk reclassification section of the Manage company goal types page.
Using the dropdown, select the type that contains the fields that need to be reclassified.
Select the New type for the fields by clicking the Choose button next to the appropriate type.
Click the Re-classify items button to proceed.

To transfer the data collected in custom fields as well as transfer the company goal, the new class must contain the same type of custom field (checkbox, text input, etc.).

If data has been collected and you wish to transfer the company goal and delete the data collected in custom fields, choose the Re-classify items and delete data option. If no data has been collected so far, you will just be given the option to re-classify the company goals.

The company goals will be automatically moved to the new company goal type and any data that was already collected in the fields will also be moved, if you chose to do so.

C017 - Goals(1) The Totara Academy has a whole course dedicated to using Goals in Totara Learn. Here you can learn more on how to use goals, see best practice, and give it a go yourself.

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Managing your legacy goals