As your data platform grows, it’s almost inevitable that you'll want to better understand, modify or delete a field currently in use.
Since acting on a seemingly redundant field might create a waterfall of complications for all connected automations, calculated metrics, formula fields, filters (and so on...), it's crucial for a user to see how fields are connected to everything else in Planhat.
In 1 click, Field Trace shows you where a given field is currently in use, so you can clearly identify which dependencies and owners would be affected by changes and make changes safely.
Check out the walkthrough below:
Navigate to the "Data" Global Tool in the top-left of your Planhat tenant. (Note that typically, only admins have access to this. Permissions are set within Roles.)
Ensure your desired model is selected in the list on the left-hand side, and that the "Fields" tab is selected
Click on your desired field in the list to open up its details
Click on the "Trace" tab at the top to load the field trace
Evaluate dependencies in...
filters (both filter rules and column layouts)
charts, widgets, tables and portals on pages
formula fields
automations
calculated metrics
Make a decision on whether to leave the field as it is, swap its dependencies out with another field, or delete it (once all dependencies have been resolved)