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Data stored in Custom Fields


Cassie
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Hi, 

If we use a custom field to temporarily store someone's personal email address, is there an easy way to remove this data from a request at the end of a process?

Thanks

Cassie 

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Hi Cassie,

You could add the Update Request Custom Fields node at the end of your workflow to automatically remove this data.  Some fields do prevent you from just removing the data, but it could easily be replaced with text to let someone see that it has been cleared.  Something like "removed".  You could also add an Auto Task / Custom Button to a request where the request is already underway and don't have this in their workflow.

Let me know if you think that this would work for you and if you need any more information to set this up.

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